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 | $29,353 | $106,890-72.5% | $84,015-65.1% | $152,861-80.8% |
| Participation rate | 13.3% | 75.2%-61.9pp | 69.0%-55.7pp | 82.4%-69.1pp |
| Annual return | 2.15% | 104.99%-102.8pp | 71.31%-69.2pp | 345.32%-343.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,170 | $4,011-70.8% | $3,239-63.9% | $5,850-80.0% |
| Admin fee / account holder | $34 | $8,285-99.6% | $6,101-99.4% | $11,596-99.7% |