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 3-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 | $14,166 | $81,248-82.6% | $155,509-90.9% | $80,856-82.5% |
| Participation rate | 28.0% | 66.2%-38.2pp | 78.2%-50.2pp | 67.6%-39.6pp |
| Annual return | 9.75% | 33.31%-23.6pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $532 | $3,100-82.8% | $4,672-88.6% | $2,755-80.7% |
| Participant deferral / active EE | $556 | $3,452-83.9% | $5,626-90.1% | $4,296-87.1% |
| Admin fee / account holder | $180 | $7,997-97.7% | $15,912-98.9% | $6,918-97.4% |