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.
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 | $55,735 | $209,411-73.4% | $178,490-68.8% | $158,922-64.9% |
| Participation rate | 44.4% | 86.3%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | -5.76% | 188.75%-194.5pp | 151.07%-156.8pp | 302.83%-308.6pp |
| Employer contribution / active EE | $887 | $5,706-84.5% | $5,011-82.3% | $4,761-81.4% |
| Participant deferral / active EE | $5,417 | $5,954-9.0% | $5,202+4.1% | $5,982-9.4% |
| Admin fee / account holder | $44 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |