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 | $12,835 | $109,982-88.3% | $97,226-86.8% | $145,922-91.2% |
| Participation rate | 28.6% | 75.9%-47.4pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 13.29% | 242.90%-229.6pp | 75.13%-61.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $679 | $4,676-85.5% | $4,264-84.1% | $6,688-89.8% |
| Admin fee / account holder | $60 | $6,221-99.0% | $5,654-98.9% | $13,397-99.6% |