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 | $77,081 | $150,440-48.8% | $136,294-43.4% | $147,584-47.8% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 8.66% | 1049.08%-1040.4pp | 5155.94%-5147.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $533 | $5,256-89.9% | $4,695-88.6% | $4,876-89.1% |
| Participant deferral / active EE | $2,800 | $6,630-57.8% | $6,247-55.2% | $5,439-48.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |