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 | $29,074 | $112,881-74.2% | $90,951-68.0% | $158,922-81.7% |
| Participation rate | 38.5% | 74.7%-36.3pp | 69.0%-30.5pp | 82.0%-43.5pp |
| Annual return | 0.19% | 215.79%-215.6pp | 134.60%-134.4pp | 302.83%-302.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,931 | $4,128-53.2% | $3,373-42.8% | $5,982-67.7% |
| Admin fee / account holder | $45 | $8,041-99.4% | $5,959-99.3% | $11,246-99.6% |