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 | $169,769 | $92,985+82.6% | $153,485+10.6% | $80,856+110.0% |
| Participation rate | 7.4% | 69.0%-61.5pp | 77.1%-69.7pp | 67.6%-60.2pp |
| Annual return | 6.17% | 19.95%-13.8pp | 15.65%-9.5pp | 35.59%-29.4pp |
| Employer contribution / active EE | $176 | $3,507-95.0% | $5,039-96.5% | $2,755-93.6% |
| Participant deferral / active EE | $1,955 | $5,178-62.3% | $6,757-71.1% | $4,296-54.5% |
| Admin fee / account holder | $0 | $8,880-100.0% | $12,724-100.0% | $6,918-100.0% |