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 | $28,262 | $65,041-56.5% | $90,951-68.9% | $79,858-64.6% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 3.69% | 30.45%-26.8pp | 134.60%-130.9pp | 31.71%-28.0pp |
| Employer contribution / active EE | $237 | $1,247-81.0% | $2,122-88.9% | $2,471-90.4% |
| Participant deferral / active EE | $2,039 | $2,512-18.8% | $3,373-39.5% | $3,740-45.5% |
| Admin fee / account holder | $14 | $4,536-99.7% | $5,959-99.8% | $5,306-99.7% |