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 5-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 | $8,184 | $31,310-73.9% | $53,898-84.8% | $74,304-89.0% |
| Participation rate | 5.3% | 30.7%-25.4pp | 55.0%-49.7pp | 60.3%-55.1pp |
| Annual return | 22.35% | 23.16%-0.8pp | 528.60%-506.2pp | 29.43%-7.1pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $174 | $934-81.4% | $1,826-90.5% | $3,767-95.4% |
| Admin fee / account holder | $229 | $2,175-89.5% | $2,491-90.8% | $2,969-92.3% |