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 | $57,720 | $118,450-51.3% | $98,439-41.4% | $139,434-58.6% |
| Participation rate | 40.0% | 77.4%-37.4pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 2.76% | 18.94%-16.2pp | 21.16%-18.4pp | 372.94%-370.2pp |
| Employer contribution / active EE | $720 | $3,609-80.1% | $3,048-76.4% | $4,751-84.9% |
| Participant deferral / active EE | $720 | $5,392-86.7% | $4,738-84.8% | $6,710-89.3% |
| Admin fee / account holder | $270 | $14,026-98.1% | $8,948-97.0% | $11,403-97.6% |