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 5-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 | $27,552 | $81,460-66.2% | $103,333-73.3% | $80,856-65.9% |
| Participation rate | 1.6% | 66.8%-65.2pp | 74.5%-72.9pp | 67.6%-66.0pp |
| Annual return | 4.89% | 25.55%-20.7pp | 24.88%-20.0pp | 35.59%-30.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $71 | $3,869-98.2% | $5,057-98.6% | $4,296-98.3% |
| Admin fee / account holder | $111 | $6,566-98.3% | $8,355-98.7% | $6,918-98.4% |