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 8-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 | $32,160 | $74,888-57.1% | $71,209-54.8% | $142,382-77.4% |
| Participation rate | 4.5% | 76.2%-71.7pp | 73.8%-69.2pp | 80.1%-75.6pp |
| Annual return | 10.69% | 345.14%-334.4pp | 282.51%-271.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $294 | $2,854-89.7% | $2,721-89.2% | $4,299-93.2% |
| Participant deferral / active EE | $724 | $4,454-83.7% | $4,175-82.7% | $6,507-88.9% |
| Admin fee / account holder | $6 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |