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 | $33,746 | $85,766-60.7% | $136,294-75.2% | $70,131-51.9% |
| Participation rate | 11.4% | 74.2%-62.7pp | 81.9%-70.5pp | 69.5%-58.1pp |
| Annual return | 9.69% | 31.45%-21.8pp | 5155.94%-5146.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $208 | $5,051-95.9% | $6,247-96.7% | $3,332-93.8% |
| Admin fee / account holder | $205 | $5,420-96.2% | $9,243-97.8% | $4,645-95.6% |