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 | $23,496 | $30,588-23.2% | $53,898-56.4% | $85,563-72.5% |
| Participation rate | 2.2% | 26.3%-24.1pp | 55.0%-52.8pp | 66.0%-63.8pp |
| Annual return | 48.45% | 50.42%-2.0pp | 528.60%-480.2pp | 31.51%+16.9pp |
| Employer contribution / active EE | $38 | $436-91.3% | $932-95.9% | $2,654-98.6% |
| Participant deferral / active EE | $122 | $848-85.6% | $1,826-93.3% | $4,375-97.2% |
| Admin fee / account holder | $172 | $1,879-90.8% | $2,491-93.1% | $834-79.4% |