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 6-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 | $8,653 | $99,877-91.3% | $84,966-89.8% | $145,922-94.1% |
| Participation rate | 11.1% | 74.1%-63.0pp | 67.5%-56.4pp | 80.3%-69.2pp |
| Annual return | 11.06% | 83.76%-72.7pp | 66.38%-55.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3 | $3,231-99.9% | $2,727-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $7 | $5,291-99.9% | $4,519-99.9% | $6,688-99.9% |
| Admin fee / account holder | $87 | $7,248-98.8% | $6,149-98.6% | $13,397-99.3% |