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 | $25,044 | $96,635-74.1% | $86,612-71.1% | $139,434-82.0% |
| Participation rate | 6.3% | 74.4%-68.2pp | 71.7%-65.4pp | 80.3%-74.1pp |
| Annual return | 19.39% | 106.41%-87.0pp | 591.07%-571.7pp | 372.94%-353.5pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $554 | $4,836-88.5% | $4,438-87.5% | $6,710-91.7% |
| Admin fee / account holder | $283 | $6,408-95.6% | $5,614-95.0% | $11,403-97.5% |