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 | $42,554 | $81,460-47.8% | $103,333-58.8% | $80,856-47.4% |
| Participation rate | 27.6% | 66.8%-39.3pp | 74.5%-46.9pp | 67.6%-40.1pp |
| Annual return | 5.37% | 25.55%-20.2pp | 24.88%-19.5pp | 35.59%-30.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $604 | $3,869-84.4% | $5,057-88.1% | $4,296-85.9% |
| Admin fee / account holder | $223 | $6,566-96.6% | $8,355-97.3% | $6,918-96.8% |