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 | $17,396 | $53,516-67.5% | $126,539-86.3% | $84,808-79.5% |
| Participation rate | 9.5% | 58.2%-48.7pp | 69.8%-60.3pp | 68.3%-58.8pp |
| Annual return | 19.63% | 58.34%-38.7pp | 425.95%-406.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $540 | $2,671-79.8% | $4,083-86.8% | $4,212-87.2% |
| Admin fee / account holder | $196 | $4,497-95.6% | $6,065-96.8% | $7,344-97.3% |