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 | $28,141 | $107,452-73.8% | $91,541-69.3% | $142,382-80.2% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 8.35% | 22.06%-13.7pp | 20.50%-12.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $138 | $2,994-95.4% | $2,505-94.5% | $4,299-96.8% |
| Participant deferral / active EE | $690 | $4,754-85.5% | $4,008-82.8% | $6,507-89.4% |
| Admin fee / account holder | $218 | $8,834-97.5% | $6,956-96.9% | $12,624-98.3% |