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.
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 | $97,471 | $144,119-32.4% | $117,854-17.3% | $147,584-34.0% |
| Participation rate | 20.0% | 83.4%-63.4pp | 79.7%-59.7pp | 82.8%-62.8pp |
| Annual return | 8.45% | 531.15%-522.7pp | 335.08%-326.6pp | 578.55%-570.1pp |
| Employer contribution / active EE | $915 | $4,896-81.3% | $3,786-75.8% | $4,876-81.2% |
| Participant deferral / active EE | $1,144 | $5,316-78.5% | $4,482-74.5% | $5,439-79.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |