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 | $44,778 | $106,890-58.1% | $84,015-46.7% | $152,861-70.7% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.4%-57.4pp |
| Annual return | 1.47% | 104.99%-103.5pp | 71.31%-69.8pp | 345.32%-343.9pp |
| Employer contribution / active EE | $704 | $2,734-74.3% | $1,983-64.5% | $4,762-85.2% |
| Participant deferral / active EE | $879 | $4,011-78.1% | $3,239-72.9% | $5,850-85.0% |
| Admin fee / account holder | $21 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |