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 | $29,250 | $127,065-77.0% | $113,168-74.2% | $142,382-79.5% |
| Participation rate | 63.6% | 79.2%-15.6pp | 76.6%-12.9pp | 80.1%-16.5pp |
| Annual return | 4.91% | 24.03%-19.1pp | 24.27%-19.4pp | 217.08%-212.2pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $845 | $5,716-85.2% | $5,107-83.4% | $6,507-87.0% |
| Admin fee / account holder | $62 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |