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 | $25,234 | $110,257-77.1% | $96,544-73.9% | $139,434-81.9% |
| Participation rate | 16.7% | 78.1%-61.4pp | 76.0%-59.3pp | 80.3%-63.7pp |
| Annual return | 5.30% | 26.32%-21.0pp | 25.84%-20.5pp | 372.94%-367.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $294 | $5,548-94.7% | $4,851-93.9% | $6,710-95.6% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |