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 3-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 | $8,875 | $100,773-91.2% | $88,946-90.0% | $142,382-93.8% |
| Participation rate | 12.5% | 74.3%-61.8pp | 68.8%-56.3pp | 80.1%-67.6pp |
| Annual return | 31.56% | 70.18%-38.6pp | 57.82%-26.3pp | 217.08%-185.5pp |
| Employer contribution / active EE | $189 | $2,918-93.5% | $2,555-92.6% | $4,299-95.6% |
| Participant deferral / active EE | $266 | $5,230-94.9% | $4,581-94.2% | $6,507-95.9% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |