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 9-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 | $41,958 | $183,519-77.1% | $155,509-73.0% | $145,922-71.2% |
| Participation rate | 31.8% | 82.7%-50.9pp | 78.2%-46.4pp | 80.3%-48.5pp |
| Annual return | 5.38% | 61.17%-55.8pp | 64.67%-59.3pp | 561.29%-555.9pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,350 | $6,462-63.6% | $5,626-58.2% | $6,688-64.9% |
| Admin fee / account holder | $59 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |