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 | $28,432 | $53,127-46.5% | $86,590-67.2% | $70,131-59.5% |
| Participation rate | 41.9% | 65.3%-23.4pp | 73.5%-31.7pp | 69.5%-27.7pp |
| Annual return | 10.89% | 27.66%-16.8pp | 964.84%-954.0pp | 73.14%-62.3pp |
| Employer contribution / active EE | $56 | $2,068-97.3% | $2,839-98.0% | $2,342-97.6% |
| Participant deferral / active EE | $1,322 | $2,696-51.0% | $3,609-63.4% | $3,332-60.3% |
| Admin fee / account holder | $142 | $3,585-96.0% | $4,906-97.1% | $4,645-96.9% |