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 6-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 | $56,328 | $217,402-74.1% | $185,823-69.7% | $167,490-66.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 0.02% | 148.36%-148.3pp | 122.05%-122.0pp | 478.56%-478.5pp |
| Employer contribution / active EE | $28,119 | $5,873+378.8% | $5,167+444.2% | $4,837+481.3% |
| Participant deferral / active EE | $948 | $6,356-85.1% | $5,568-83.0% | $6,341-85.0% |
| Admin fee / account holder | $203 | $19,811-99.0% | $16,237-98.7% | $12,309-98.4% |