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 | $90,281 | $133,922-32.6% | $116,228-22.3% | $142,382-36.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 7.55% | 147.76%-140.2pp | 90.06%-82.5pp | 217.08%-209.5pp |
| Employer contribution / active EE | $423 | $3,446-87.7% | $2,994-85.9% | $4,299-90.2% |
| Participant deferral / active EE | $1,694 | $5,672-70.1% | $4,953-65.8% | $6,507-74.0% |
| Admin fee / account holder | $294 | $14,945-98.0% | $11,989-97.5% | $12,624-97.7% |