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 | $67,155 | $51,576+30.2% | $129,207-48.0% | $80,856-16.9% |
| Participation rate | 23.1% | 57.0%-33.9pp | 69.6%-46.5pp | 67.6%-44.6pp |
| Annual return | 7.65% | 20.81%-13.2pp | 9417.33%-9409.7pp | 35.59%-27.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,728 | $2,669-35.3% | $4,168-58.5% | $4,296-59.8% |
| Admin fee / account holder | $10 | $4,305-99.8% | $7,715-99.9% | $6,918-99.9% |