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 | $9,021 | $53,516-83.1% | $126,539-92.9% | $84,808-89.4% |
| Participation rate | 12.1% | 58.2%-46.1pp | 69.8%-57.7pp | 68.3%-56.2pp |
| Annual return | 70.10% | 58.34%+11.8pp | 425.95%-355.8pp | 40.90%+29.2pp |
| Employer contribution / active EE | $41 | $1,535-97.3% | $3,674-98.9% | $2,631-98.4% |
| Participant deferral / active EE | $69 | $2,671-97.4% | $4,083-98.3% | $4,212-98.4% |
| Admin fee / account holder | $0 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |