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 | $57,272 | $78,953-27.5% | $113,168-49.4% | - |
| Participation rate | 1.0% | 68.2%-67.2pp | 76.6%-75.6pp | - |
| Annual return | 20.06% | 14.87%+5.2pp | 24.27%-4.2pp | - |
| Employer contribution / active EE | $12 | $2,126-99.4% | $2,975-99.6% | - |
| Participant deferral / active EE | $30 | $4,324-99.3% | $5,107-99.4% | - |
| Admin fee / account holder | $0 | $5,008-100.0% | $12,068-100.0% | - |