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 | $42,561 | $104,907-59.4% | $84,611-49.7% | $152,861-72.2% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.4%-38.0pp |
| Annual return | 0.60% | 373.79%-373.2pp | 258.74%-258.1pp | 345.32%-344.7pp |
| Employer contribution / active EE | $604 | $3,302-81.7% | $2,652-77.2% | $4,762-87.3% |
| Participant deferral / active EE | $768 | $4,688-83.6% | $3,899-80.3% | $5,850-86.9% |
| Admin fee / account holder | $60 | $6,241-99.0% | $4,912-98.8% | $11,596-99.5% |