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 | $14,302 | $99,877-85.7% | $84,966-83.2% | $145,922-90.2% |
| Participation rate | 17.6% | 74.1%-56.4pp | 67.5%-49.9pp | 80.3%-62.6pp |
| Annual return | 3.77% | 83.76%-80.0pp | 66.38%-62.6pp | 561.29%-557.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $949 | $5,291-82.1% | $4,519-79.0% | $6,688-85.8% |
| Admin fee / account holder | $245 | $7,248-96.6% | $6,149-96.0% | $13,397-98.2% |