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 7-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 | $3,711 | $88,751-95.8% | $81,812-95.5% | $145,922-97.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.3%-3.1pp | 80.3%-11.0pp |
| Annual return | 11.58% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $614 | $4,643-86.8% | $4,319-85.8% | $6,688-90.8% |
| Admin fee / account holder | $19 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |