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 4-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 | $25,055 | $93,571-73.2% | $135,903-81.6% | $75,163-66.7% |
| Participation rate | 23.9% | 75.2%-51.3pp | 81.9%-58.0pp | 67.2%-43.3pp |
| Annual return | 12.63% | 30.90%-18.3pp | 68.23%-55.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $943 | $3,537-73.3% | $4,856-80.6% | $2,670-64.7% |
| Participant deferral / active EE | $2,099 | $6,404-67.2% | $7,758-72.9% | $4,125-49.1% |
| Admin fee / account holder | $129 | $6,975-98.2% | $10,762-98.8% | $5,651-97.7% |