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 | $5,642 | $54,705-89.7% | $71,209-92.1% | $84,808-93.3% |
| Participation rate | 53.5% | 64.1%-10.6pp | 73.8%-20.3pp | 68.3%-14.8pp |
| Annual return | 12.87% | 35.90%-23.0pp | 282.51%-269.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $341 | $2,158-84.2% | $2,721-87.5% | $2,631-87.0% |
| Participant deferral / active EE | $200 | $3,030-93.4% | $4,175-95.2% | $4,212-95.2% |
| Admin fee / account holder | $167 | $4,863-96.6% | $5,349-96.9% | $7,344-97.7% |