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 | $46,704 | $32,037+45.8% | $69,182-32.5% | $62,891-25.7% |
| Participation rate | 37.1% | 43.4%-6.3pp | 55.1%-18.0pp | 69.3%-32.2pp |
| Annual return | 3.63% | 15.16%-11.5pp | -21.93%+25.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,834 | $1,185+54.7% | $1,897-3.3% | $3,203-42.7% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |