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 | $21,237 | $53,127-60.0% | $86,590-75.5% | $70,131-69.7% |
| Participation rate | 32.5% | 65.3%-32.8pp | 73.5%-41.0pp | 69.5%-37.0pp |
| Annual return | 12.40% | 27.66%-15.3pp | 964.84%-952.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $279 | $2,068-86.5% | $2,839-90.2% | $2,342-88.1% |
| Participant deferral / active EE | $571 | $2,696-78.8% | $3,609-84.2% | $3,332-82.9% |
| Admin fee / account holder | $215 | $3,585-94.0% | $4,906-95.6% | $4,645-95.4% |