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 7-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 | $0 | $80,753-100.0% | $136,294-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 73.5%-73.5pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 15.70% | 35.83%-20.1pp | 5155.94%-5140.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $241 | $2,884-91.6% | $4,695-94.9% | $2,042-88.2% |
| Participant deferral / active EE | $328 | $5,164-93.7% | $6,247-94.8% | $3,169-89.7% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |