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.
Employer 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 | $46,300 | $50,666-8.6% | $76,817-39.7% | $65,185-29.0% |
| Participation rate | 49.6% | 68.8%-19.2pp | 72.1%-22.5pp | 70.2%-20.6pp |
| Annual return | 16.23% | 28.51%-12.3pp | 1166.11%-1149.9pp | 29.38%-13.2pp |
| Employer contribution / active EE | $288 | $1,575-81.7% | $2,302-87.5% | $2,177-86.8% |
| Participant deferral / active EE | $1,307 | $2,647-50.6% | $3,336-60.8% | $3,514-62.8% |
| Admin fee / account holder | $267 | $463-42.2% | $6,420-95.8% | $847-68.4% |