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 | $18,745 | $74,888-75.0% | $71,209-73.7% | $142,382-86.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 3.51% | 345.14%-341.6pp | 282.51%-279.0pp | 217.08%-213.6pp |
| Employer contribution / active EE | $310 | $2,854-89.1% | $2,721-88.6% | $4,299-92.8% |
| Participant deferral / active EE | $1,365 | $4,454-69.4% | $4,175-67.3% | $6,507-79.0% |
| Admin fee / account holder | $119 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |