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 | $38,137 | $73,515-48.1% | $62,995-39.5% | $147,584-74.2% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.8%-45.4pp | 82.8%-53.4pp |
| Annual return | 6.04% | 175.43%-169.4pp | 87.57%-81.5pp | 578.55%-572.5pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,022 | $4,185-75.6% | $3,329-69.3% | $5,439-81.2% |
| Admin fee / account holder | $115 | $5,953-98.1% | $3,600-96.8% | $10,885-98.9% |