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 9-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 | $58,207 | $58,512-0.5% | $84,015-30.7% | $72,985-20.2% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 11.69% | 28.93%-17.2pp | 71.31%-59.6pp | 81.00%-69.3pp |
| Employer contribution / active EE | $7 | $1,163-99.4% | $1,983-99.7% | $2,440-99.7% |
| Participant deferral / active EE | $3,660 | $2,394+52.9% | $3,239+13.0% | $3,607+1.5% |
| Admin fee / account holder | $195 | $4,569-95.7% | $6,101-96.8% | $5,124-96.2% |