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 6-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 | $31,020 | $159,901-80.6% | $146,958-78.9% | $145,922-78.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.56% | 98.13%-92.6pp | 418.34%-412.8pp | 561.29%-555.7pp |
| Employer contribution / active EE | $443 | $5,286-91.6% | $4,933-91.0% | $4,660-90.5% |
| Participant deferral / active EE | $4,157 | $8,428-50.7% | $8,070-48.5% | $6,688-37.8% |
| Admin fee / account holder | $74 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |