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 | $14,045 | $85,202-83.5% | $172,739-91.9% | $72,985-80.8% |
| Participation rate | 26.5% | 70.1%-43.5pp | 82.6%-56.1pp | 69.5%-43.0pp |
| Annual return | 3.79% | 27.32%-23.5pp | 802.84%-799.1pp | 81.00%-77.2pp |
| Employer contribution / active EE | $599 | $3,324-82.0% | $5,143-88.3% | $2,440-75.4% |
| Participant deferral / active EE | $887 | $3,260-72.8% | $5,198-82.9% | $3,607-75.4% |
| Admin fee / account holder | $223 | $5,884-96.2% | $13,954-98.4% | $5,124-95.6% |