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 | $8,942 | $96,305-90.7% | $80,569-88.9% | $139,434-93.6% |
| Participation rate | 18.2% | 73.6%-55.4pp | 67.0%-48.8pp | 80.3%-62.1pp |
| Annual return | 16.50% | 1350.08%-1333.6pp | 935.43%-918.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $652 | $5,232-87.5% | $4,447-85.4% | $6,710-90.3% |
| Admin fee / account holder | $36 | $6,599-99.5% | $5,377-99.3% | $11,403-99.7% |