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.
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 | $16,779 | $106,515-84.2% | $96,683-82.6% | $139,434-88.0% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | -1.31% | 38.43%-39.7pp | 35.69%-37.0pp | 372.94%-374.3pp |
| Employer contribution / active EE | $396 | $4,103-90.3% | $3,737-89.4% | $4,751-91.7% |
| Participant deferral / active EE | $1,491 | $5,454-72.7% | $4,878-69.4% | $6,710-77.8% |
| Admin fee / account holder | $117 | $7,877-98.5% | $6,730-98.3% | $11,403-99.0% |