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 3-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 | $3,787 | $76,738-95.1% | $56,411-93.3% | $145,922-97.4% |
| Participation rate | 4.2% | 63.2%-59.0pp | 52.5%-48.3pp | 80.3%-76.1pp |
| Annual return | 18.28% | 2994.23%-2975.9pp | 1701.33%-1683.0pp | 561.29%-543.0pp |
| Employer contribution / active EE | $15 | $1,380-98.9% | $1,039-98.5% | $4,660-99.7% |
| Participant deferral / active EE | $15 | $2,623-99.4% | $1,952-99.2% | $6,688-99.8% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |