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 9-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 | $53,538 | $75,828-29.4% | $147,614-63.7% | $59,632-10.2% |
| Participation rate | 9.4% | 71.6%-62.2pp | 84.6%-75.2pp | 68.7%-59.3pp |
| Annual return | -0.68% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $550 | $3,130-82.4% | $4,895-88.8% | $3,192-82.8% |
| Admin fee / account holder | $69 | $5,985-98.8% | $11,611-99.4% | $4,297-98.4% |