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 8-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 | $0 | $167,483-100.0% | $115,752-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 82.8%-82.8pp |
| Annual return | 0.00% | 12.11%-12.1pp | 19.41%-19.4pp | 578.55%-578.5pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |