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 | $19,946 | $63,346-68.5% | $92,233-78.4% | $70,131-71.6% |
| Participation rate | 12.8% | 68.7%-55.9pp | 76.5%-63.7pp | 69.5%-56.8pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $205 | $2,471-91.7% | $3,679-94.4% | $2,342-91.3% |
| Participant deferral / active EE | $192 | $2,854-93.3% | $3,897-95.1% | $3,332-94.2% |
| Admin fee / account holder | $99 | $3,840-97.4% | $5,194-98.1% | $4,645-97.9% |