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 | $29,416 | $91,538-67.9% | $129,995-77.4% | $75,163-60.9% |
| Participation rate | 17.2% | 71.4%-54.2pp | 78.5%-61.2pp | 67.2%-50.0pp |
| Annual return | 257.28% | -631.11%+888.4pp | -137.18%+394.5pp | 160.62%+96.7pp |
| Employer contribution / active EE | $250 | $2,845-91.2% | $4,320-94.2% | $2,670-90.6% |
| Participant deferral / active EE | $560 | $4,341-87.1% | $5,820-90.4% | $4,125-86.4% |
| Admin fee / account holder | $190 | $6,790-97.2% | $10,614-98.2% | $5,651-96.6% |