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.
Participant 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 | $22,831 | $58,512-61.0% | $84,015-72.8% | $72,985-68.7% |
| Participation rate | 52.8% | 61.2%-8.4pp | 69.0%-16.2pp | 69.5%-16.7pp |
| Annual return | 13.30% | 28.93%-15.6pp | 71.31%-58.0pp | 81.00%-67.7pp |
| Employer contribution / active EE | $253 | $1,163-78.3% | $1,983-87.3% | $2,440-89.6% |
| Participant deferral / active EE | $827 | $2,394-65.4% | $3,239-74.5% | $3,607-77.1% |
| Admin fee / account holder | $196 | $4,569-95.7% | $6,101-96.8% | $5,124-96.2% |