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 5-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 | $5,411 | $22,126-75.5% | - | $80,856-93.3% |
| Participation rate | 0.0% | 45.9%-45.9pp | - | 67.6%-67.6pp |
| Annual return | 17.38% | 12.16%+5.2pp | - | 35.59%-18.2pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | - | $2,755-100.0% |
| Participant deferral / active EE | $0 | $1,384-100.0% | - | $4,296-100.0% |
| Admin fee / account holder | $0 | $1,828-100.0% | - | $6,918-100.0% |