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 | $6,114 | $29,660-79.4% | $56,411-89.2% | $80,856-92.4% |
| Participation rate | 0.0% | 41.6%-41.6pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 137.86% | 35.23%+102.6pp | 1701.33%-1563.5pp | 35.59%+102.3pp |
| Employer contribution / active EE | $79 | $669-88.2% | $1,039-92.4% | $2,755-97.1% |
| Participant deferral / active EE | $135 | $1,226-89.0% | $1,952-93.1% | $4,296-96.9% |
| Admin fee / account holder | $61 | $2,428-97.5% | $2,829-97.9% | $6,918-99.1% |