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 | $48,403 | $114,047-57.6% | $96,139-49.7% | $167,490-71.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 4.56% | 189.88%-185.3pp | 191.94%-187.4pp | 478.56%-474.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $719 | $5,194-86.2% | $4,349-83.5% | $6,341-88.7% |
| Admin fee / account holder | $282 | $6,897-95.9% | $5,537-94.9% | $12,309-97.7% |