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 | $36,940 | $133,922-72.4% | $116,228-68.2% | $142,382-74.1% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.6%-31.7pp | 80.1%-37.3pp |
| Annual return | 8.46% | 147.76%-139.3pp | 90.06%-81.6pp | 217.08%-208.6pp |
| Employer contribution / active EE | $630 | $3,446-81.7% | $2,994-79.0% | $4,299-85.3% |
| Participant deferral / active EE | $1,968 | $5,672-65.3% | $4,953-60.3% | $6,507-69.8% |
| Admin fee / account holder | $15 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |