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 | $47,394 | $65,395-27.5% | $182,532-74.0% | $72,985-35.1% |
| Participation rate | 17.2% | 65.4%-48.2pp | 78.0%-60.7pp | 69.5%-52.2pp |
| Annual return | 17.13% | 27.68%-10.6pp | 148.54%-131.4pp | 81.00%-63.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,962 | $3,563-44.9% | $5,524-64.5% | $3,607-45.6% |
| Admin fee / account holder | $204 | $4,245-95.2% | $8,592-97.6% | $5,124-96.0% |