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 7-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 | $8,924 | $76,738-88.4% | $56,411-84.2% | $145,922-93.9% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 11.95% | 2994.23%-2982.3pp | 1701.33%-1689.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3 | $1,380-99.8% | $1,039-99.7% | $4,660-99.9% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6 | $3,334-99.8% | $2,829-99.8% | $13,397-100.0% |