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.
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 | $18,300 | $127,264-85.6% | $109,895-83.3% | $167,490-89.1% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.2%-45.6pp | 82.1%-53.5pp |
| Annual return | 6.53% | 22.97%-16.4pp | 29.45%-22.9pp | 478.56%-472.0pp |
| Employer contribution / active EE | $300 | $3,322-91.0% | $2,842-89.4% | $4,837-93.8% |
| Participant deferral / active EE | $343 | $4,514-92.4% | $4,048-91.5% | $6,341-94.6% |
| Admin fee / account holder | $129 | $7,114-98.2% | $6,066-97.9% | $12,309-99.0% |