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 | $14,143 | $169,032-91.6% | $129,207-89.1% | $145,922-90.3% |
| Participation rate | 22.2% | 76.4%-54.2pp | 69.6%-47.4pp | 80.3%-58.1pp |
| Annual return | 10.87% | 14330.11%-14319.2pp | 9417.33%-9406.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2 | $5,537-100.0% | $4,153-99.9% | $4,660-100.0% |
| Participant deferral / active EE | $14 | $4,987-99.7% | $4,168-99.7% | $6,688-99.8% |
| Admin fee / account holder | $123 | $9,954-98.8% | $7,715-98.4% | $13,397-99.1% |