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 | $4,959 | $70,606-93.0% | $53,898-90.8% | $142,382-96.5% |
| Participation rate | 15.8% | 63.7%-47.9pp | 55.0%-39.2pp | 80.1%-64.3pp |
| Annual return | 21.50% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $74 | $2,364-96.9% | $1,826-95.9% | $6,507-98.9% |
| Admin fee / account holder | $26 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |