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 | $27,275 | $107,452-74.6% | $91,541-70.2% | $142,382-80.8% |
| Participation rate | 16.7% | 75.1%-58.4pp | 69.8%-53.1pp | 80.1%-63.5pp |
| Annual return | 4.63% | 22.06%-17.4pp | 20.50%-15.9pp | 217.08%-212.4pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $22 | $4,754-99.5% | $4,008-99.5% | $6,507-99.7% |
| Admin fee / account holder | $174 | $8,834-98.0% | $6,956-97.5% | $12,624-98.6% |