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 | $11,647 | $74,888-84.4% | $71,209-83.6% | $142,382-91.8% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 6.98% | 345.14%-338.2pp | 282.51%-275.5pp | 217.08%-210.1pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $819 | $4,454-81.6% | $4,175-80.4% | $6,507-87.4% |
| Admin fee / account holder | $72 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |