See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,422 | $27,641-80.4% | $61,373-91.2% | $68,494-92.1% |
| Participation rate | 9.1% | 39.5%-30.4pp | 52.6%-43.5pp | 67.9%-58.8pp |
| Annual return | 144.57% | -13.24%+157.8pp | 338.61%-194.0pp | -7.84%+152.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $208 | $1,263-83.5% | $2,125-90.2% | $4,027-94.8% |
| Admin fee / account holder | $236 | $2,010-88.3% | $2,130-88.9% | $5,403-95.6% |