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 | $4,197 | $70,756-94.1% | $65,493-93.6% | $142,382-97.1% |
| Participation rate | 28.6% | 77.4%-48.8pp | 73.1%-44.5pp | 80.1%-51.5pp |
| Annual return | 20.46% | 1754.89%-1734.4pp | 982.45%-962.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $229 | $2,881-92.1% | $2,574-91.1% | $4,299-94.7% |
| Participant deferral / active EE | $274 | $4,637-94.1% | $3,961-93.1% | $6,507-95.8% |
| Admin fee / account holder | $163 | $6,559-97.5% | $5,028-96.8% | $12,624-98.7% |