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 4-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 | $10,729 | $111,754-90.4% | $103,333-89.6% | $145,922-92.6% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.5%-38.8pp | 80.3%-44.6pp |
| Annual return | 11.39% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $438 | $5,619-92.2% | $5,057-91.3% | $6,688-93.4% |
| Admin fee / account holder | $149 | $9,750-98.5% | $8,355-98.2% | $13,397-98.9% |