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 4-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 | $24,170 | $111,754-78.4% | $103,333-76.6% | $145,922-83.4% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 8.45% | 24.77%-16.3pp | 24.88%-16.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $109 | $4,212-97.4% | $3,868-97.2% | $4,660-97.7% |
| Participant deferral / active EE | $1,953 | $5,619-65.2% | $5,057-61.4% | $6,688-70.8% |
| Admin fee / account holder | $253 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |