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 | $146,210 | $100,852+45.0% | $90,404+61.7% | $158,922-8.0% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 5.67% | 1724.20%-1718.5pp | 1293.02%-1287.3pp | 302.83%-297.2pp |
| Employer contribution / active EE | $68 | $3,689-98.2% | $3,262-97.9% | $4,761-98.6% |
| Participant deferral / active EE | $5,485 | $4,348+26.2% | $3,963+38.4% | $5,982-8.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |