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 | $26,753 | $81,460-67.2% | $103,333-74.1% | $80,856-66.9% |
| Participation rate | 35.1% | 66.8%-31.7pp | 74.5%-39.4pp | 67.6%-32.5pp |
| Annual return | 9.33% | 25.55%-16.2pp | 24.88%-15.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $196 | $3,105-93.7% | $3,868-94.9% | $2,755-92.9% |
| Participant deferral / active EE | $1,965 | $3,869-49.2% | $5,057-61.1% | $4,296-54.3% |
| Admin fee / account holder | $210 | $6,566-96.8% | $8,355-97.5% | $6,918-97.0% |