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 3-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 | $25,726 | $60,323-57.4% | $81,812-68.6% | $74,495-65.5% |
| Participation rate | 4.9% | 62.9%-58.0pp | 72.3%-67.5pp | 67.2%-62.3pp |
| Annual return | 22.55% | 16.90%+5.6pp | 773.79%-751.2pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $85 | $2,620-96.8% | $2,912-97.1% | $2,623-96.8% |
| Participant deferral / active EE | $285 | $3,387-91.6% | $4,319-93.4% | $4,346-93.4% |
| Admin fee / account holder | $122 | $1,486-91.8% | $7,386-98.3% | $1,942-93.7% |