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.
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 | $16,567 | $80,717-79.5% | $154,803-89.3% | $84,808-80.5% |
| Participation rate | 10.7% | 66.8%-56.1pp | 78.1%-67.4pp | 68.3%-57.6pp |
| Annual return | 6.55% | 37.96%-31.4pp | 58.88%-52.3pp | 40.90%-34.3pp |
| Employer contribution / active EE | $269 | $2,761-90.3% | $4,305-93.8% | $2,631-89.8% |
| Participant deferral / active EE | $937 | $3,303-71.6% | $5,540-83.1% | $4,212-77.8% |
| Admin fee / account holder | $68 | $6,746-99.0% | $14,329-99.5% | $7,344-99.1% |