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 6-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 | $11,039 | $102,604-89.2% | $86,188-87.2% | $139,434-92.1% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 5.65% | 1922.51%-1916.9pp | 1168.45%-1162.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $603 | $3,032-80.1% | $2,380-74.7% | $4,751-87.3% |
| Participant deferral / active EE | $648 | $4,676-86.1% | $3,985-83.7% | $6,710-90.3% |
| Admin fee / account holder | $108 | $8,657-98.8% | $6,852-98.4% | $11,403-99.1% |