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 | $5,692 | $76,738-92.6% | $56,411-89.9% | $145,922-96.1% |
| Participation rate | 9.1% | 63.2%-54.1pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 11.66% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $24 | $1,380-98.3% | $1,039-97.7% | $4,660-99.5% |
| Participant deferral / active EE | $30 | $2,623-98.9% | $1,952-98.5% | $6,688-99.6% |
| Admin fee / account holder | $25 | $3,334-99.3% | $2,829-99.1% | $13,397-99.8% |