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 | $26,861 | $81,625-67.1% | $58,482-54.1% | $139,434-80.7% |
| Participation rate | 8.3% | 61.3%-53.0pp | 50.9%-42.5pp | 80.3%-72.0pp |
| Annual return | 20.31% | 7404.20%-7383.9pp | 4239.32%-4219.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $7 | $1,398-99.5% | $1,053-99.3% | $4,751-99.8% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $94 | $3,265-97.1% | $2,516-96.3% | $11,403-99.2% |