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 5-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 | $49,261 | $71,809-31.4% | $61,048-19.3% | $152,861-67.8% |
| Participation rate | 35.3% | 84.2%-48.9pp | 79.3%-44.0pp | 82.4%-47.2pp |
| Annual return | 8.61% | 29.74%-21.1pp | 26.18%-17.6pp | 345.32%-336.7pp |
| Employer contribution / active EE | $0 | $4,545-100.0% | $3,716-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,733 | $5,467-68.3% | $4,470-61.2% | $5,850-70.4% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,596-100.0% |