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 | $15,824 | $60,124-73.7% | $90,404-82.5% | $79,858-80.2% |
| Participation rate | 17.4% | 65.0%-47.6pp | 72.7%-55.3pp | 69.6%-52.2pp |
| Annual return | 14.75% | 71.94%-57.2pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $396 | $2,938-86.5% | $3,963-90.0% | $3,740-89.4% |
| Admin fee / account holder | $287 | $3,976-92.8% | $5,611-94.9% | $5,306-94.6% |