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 | $29,122 | $60,349-51.7% | $74,183-60.7% | $62,891-53.7% |
| Participation rate | 64.1% | 72.7%-8.7pp | 76.6%-12.6pp | 69.3%-5.2pp |
| Annual return | -2.47% | 21.37%-23.8pp | 17.74%-20.2pp | 20.14%-22.6pp |
| Employer contribution / active EE | $294 | $1,680-82.5% | $2,370-87.6% | $2,281-87.1% |
| Participant deferral / active EE | $1,338 | $2,856-53.2% | $3,550-62.3% | $3,203-58.2% |
| Admin fee / account holder | $56 | $4,261-98.7% | $5,586-99.0% | $4,296-98.7% |