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 7-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 | $4,134 | $30,400-86.4% | $53,898-92.3% | $84,808-95.1% |
| Participation rate | 62.9% | 46.4%+16.4pp | 55.0%+7.9pp | 68.3%-5.5pp |
| Annual return | 14.24% | 500.19%-485.9pp | 528.60%-514.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $622 | $1,199-48.1% | $1,826-65.9% | $4,212-85.2% |
| Admin fee / account holder | $42 | $1,993-97.9% | $2,491-98.3% | $7,344-99.4% |