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 | $23,337 | $90,503-74.2% | $78,689-70.3% | $273,961-91.5% |
| Participation rate | 16.7% | 76.5%-59.9pp | 73.6%-56.9pp | 83.0%-66.3pp |
| Annual return | 0.04% | 75.60%-75.6pp | 62.18%-62.1pp | 41.45%-41.4pp |
| Employer contribution / active EE | $221 | $3,176-93.0% | $2,851-92.3% | $4,869-95.5% |
| Participant deferral / active EE | $221 | $3,901-94.3% | $3,517-93.7% | $5,287-95.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |