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.
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 | $73,849 | $56,054+31.7% | $171,082-56.8% | $62,891+17.4% |
| Participation rate | 42.6% | 62.9%-20.3pp | 76.7%-34.1pp | 69.3%-26.7pp |
| Annual return | 5.05% | 22.52%-17.5pp | 32.56%-27.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $125 | $1,731-92.8% | $4,002-96.9% | $2,281-94.5% |
| Participant deferral / active EE | $2,771 | $3,158-12.3% | $4,797-42.2% | $3,203-13.5% |
| Admin fee / account holder | $256 | $3,647-93.0% | $8,520-97.0% | $4,296-94.0% |