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 | $82,521 | $48,076+71.6% | $78,689+4.9% | $62,891+31.2% |
| Participation rate | 52.6% | 65.2%-12.6pp | 73.6%-20.9pp | 69.3%-16.7pp |
| Annual return | -1.98% | 31.35%-33.3pp | 62.18%-64.2pp | 20.14%-22.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,489 | $2,588+34.8% | $3,517-0.8% | $3,203+8.9% |
| Admin fee / account holder | $110 | $3,207-96.6% | $4,510-97.6% | $4,296-97.4% |