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 | $14,500 | $92,703-84.4% | $82,719-82.5% | $134,475-89.2% |
| Participation rate | 11.8% | 75.2%-63.4pp | 72.6%-60.8pp | 81.2%-69.5pp |
| Annual return | -17.89% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $270 | $3,274-91.8% | $3,009-91.0% | $4,740-94.3% |
| Participant deferral / active EE | $270 | $4,802-94.4% | $4,395-93.9% | $6,400-95.8% |
| Admin fee / account holder | $125 | $5,983-97.9% | $5,329-97.7% | $11,426-98.9% |