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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,334 | $85,202-82.0% | $172,739-91.1% | $72,985-79.0% |
| Participation rate | 27.6% | 70.1%-42.5pp | 82.6%-55.1pp | 69.5%-41.9pp |
| Annual return | 1.83% | 27.32%-25.5pp | 802.84%-801.0pp | 81.00%-79.2pp |
| Employer contribution / active EE | $429 | $3,324-87.1% | $5,143-91.7% | $2,440-82.4% |
| Participant deferral / active EE | $515 | $3,260-84.2% | $5,198-90.1% | $3,607-85.7% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |