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 | $44,954 | $52,580-14.5% | $71,671-37.3% | $70,131-35.9% |
| Participation rate | 68.0% | 60.9%+7.1pp | 68.7%-0.7pp | 69.5%-1.5pp |
| Annual return | 10.92% | 20.25%-9.3pp | 20.65%-9.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $354 | $2,386-85.2% | $3,438-89.7% | $3,332-89.4% |
| Admin fee / account holder | $235 | $3,653-93.6% | $5,558-95.8% | $4,645-94.9% |