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 | $5,535 | $70,756-92.2% | $65,493-91.5% | $142,382-96.1% |
| Participation rate | 43.8% | 77.4%-33.6pp | 73.1%-29.3pp | 80.1%-36.4pp |
| Annual return | 20.78% | 1754.89%-1734.1pp | 982.45%-961.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $157 | $2,881-94.5% | $2,574-93.9% | $4,299-96.3% |
| Participant deferral / active EE | $437 | $4,637-90.6% | $3,961-89.0% | $6,507-93.3% |
| Admin fee / account holder | $23 | $6,559-99.7% | $5,028-99.5% | $12,624-99.8% |