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 5-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 | $65,108 | $93,571-30.4% | $135,903-52.1% | $75,163-13.4% |
| Participation rate | 4.0% | 75.2%-71.2pp | 81.9%-77.9pp | 67.2%-63.2pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $29 | $3,537-99.2% | $4,856-99.4% | $2,670-98.9% |
| Participant deferral / active EE | $48 | $6,404-99.3% | $7,758-99.4% | $4,125-98.8% |
| Admin fee / account holder | $31 | $6,975-99.6% | $10,762-99.7% | $5,651-99.5% |