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 | $14,955 | $88,751-83.1% | $81,812-81.7% | $145,922-89.8% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.3%-27.9pp | 80.3%-35.8pp |
| Annual return | 16.47% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $550 | $4,643-88.1% | $4,319-87.3% | $6,688-91.8% |
| Admin fee / account holder | $193 | $8,415-97.7% | $7,386-97.4% | $13,397-98.6% |