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 6-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 | $8,521 | $117,690-92.8% | $71,735-88.1% | $134,475-93.7% |
| Participation rate | 15.4% | 68.8%-53.4pp | 62.3%-46.9pp | 81.2%-65.8pp |
| Annual return | 0.61% | 25.44%-24.8pp | 9.14%-8.5pp | 417.96%-417.4pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $443 | $3,759-88.2% | $2,658-83.3% | $6,400-93.1% |
| Admin fee / account holder | $76 | $6,379-98.8% | $3,974-98.1% | $11,426-99.3% |