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 | $10,674 | $96,305-88.9% | $80,569-86.8% | $139,434-92.3% |
| Participation rate | 16.7% | 73.6%-57.0pp | 67.0%-50.3pp | 80.3%-63.7pp |
| Annual return | 7.33% | 1350.08%-1342.8pp | 935.43%-928.1pp | 372.94%-365.6pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $912 | $5,232-82.6% | $4,447-79.5% | $6,710-86.4% |
| Admin fee / account holder | $212 | $6,599-96.8% | $5,377-96.0% | $11,403-98.1% |