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 | $2,666 | $76,738-96.5% | $56,411-95.3% | $145,922-98.2% |
| Participation rate | 46.2% | 63.2%-17.1pp | 52.5%-6.3pp | 80.3%-34.1pp |
| Annual return | 10.78% | 2994.23%-2983.4pp | 1701.33%-1690.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $196 | $2,623-92.5% | $1,952-90.0% | $6,688-97.1% |
| Admin fee / account holder | $40 | $3,334-98.8% | $2,829-98.6% | $13,397-99.7% |