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 5-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 | $59,237 | $95,266-37.8% | $82,389-28.1% | $142,382-58.4% |
| Participation rate | 29.4% | 74.5%-45.1pp | 69.5%-40.1pp | 80.1%-50.7pp |
| Annual return | 1.63% | 25.74%-24.1pp | 28.67%-27.0pp | 217.08%-215.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,730 | $4,809-64.0% | $4,155-58.4% | $6,507-73.4% |
| Admin fee / account holder | $24 | $8,563-99.7% | $7,231-99.7% | $12,624-99.8% |