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 | $10,525 | $37,426-71.9% | $77,482-86.4% | $79,858-86.8% |
| Participation rate | 3.6% | 41.5%-37.9pp | 54.2%-50.6pp | 69.6%-66.1pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $59 | $637-90.8% | $986-94.1% | $2,471-97.6% |
| Participant deferral / active EE | $264 | $1,260-79.1% | $1,861-85.8% | $3,740-93.0% |
| Admin fee / account holder | $1 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |