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 | $15,911 | $58,264-72.7% | $86,612-81.6% | $71,457-77.7% |
| Participation rate | 4.1% | 65.0%-60.9pp | 71.7%-67.6pp | 67.9%-63.9pp |
| Annual return | 34.51% | 21.63%+12.9pp | 591.07%-556.6pp | 28.85%+5.7pp |
| Employer contribution / active EE | $65 | $2,574-97.5% | $3,022-97.9% | $2,588-97.5% |
| Participant deferral / active EE | $262 | $3,436-92.4% | $4,438-94.1% | $4,289-93.9% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |