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.
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 | $12,443 | $106,584-88.3% | $101,326-87.7% | $142,382-91.3% |
| Participation rate | 16.7% | 82.7%-66.0pp | 81.5%-64.8pp | 80.1%-63.5pp |
| Annual return | 10.79% | 36.93%-26.1pp | 36.82%-26.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $122 | $3,956-96.9% | $3,665-96.7% | $4,299-97.2% |
| Participant deferral / active EE | $419 | $8,297-95.0% | $7,994-94.8% | $6,507-93.6% |
| Admin fee / account holder | $106 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |