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 | $3,031 | $30,400-90.0% | $53,898-94.4% | $84,808-96.4% |
| Participation rate | 6.4% | 46.4%-40.1pp | 55.0%-48.6pp | 68.3%-61.9pp |
| Annual return | 19.87% | 500.19%-480.3pp | 528.60%-508.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $73 | $1,199-93.9% | $1,826-96.0% | $4,212-98.3% |
| Admin fee / account holder | $18 | $1,993-99.1% | $2,491-99.3% | $7,344-99.8% |