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 3-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 | $7,043 | $100,773-93.0% | $88,946-92.1% | $142,382-95.1% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 34.63% | 70.18%-35.6pp | 57.82%-23.2pp | 217.08%-182.4pp |
| Employer contribution / active EE | $173 | $2,918-94.1% | $2,555-93.2% | $4,299-96.0% |
| Participant deferral / active EE | $630 | $5,230-88.0% | $4,581-86.3% | $6,507-90.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |