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 3-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 | $28,962 | $75,828-61.8% | $147,614-80.4% | $59,632-51.4% |
| Participation rate | 5.7% | 71.6%-65.9pp | 84.6%-78.9pp | 68.7%-63.0pp |
| Annual return | 2.62% | 0.37%+2.3pp | 61.98%-59.4pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $110 | $3,130-96.5% | $4,895-97.7% | $3,192-96.5% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |