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 | $86,006 | $226,064-62.0% | $182,532-52.9% | $152,861-43.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 6.20% | 192.51%-186.3pp | 148.54%-142.3pp | 345.32%-339.1pp |
| Employer contribution / active EE | $933 | $4,978-81.3% | $4,076-77.1% | $4,762-80.4% |
| Participant deferral / active EE | $1,167 | $6,368-81.7% | $5,524-78.9% | $5,850-80.1% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |