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 8-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 | $21,636 | $65,365-66.9% | $92,893-76.7% | $72,985-70.4% |
| Participation rate | 57.7% | 68.3%-10.6pp | 76.0%-18.3pp | 69.5%-11.8pp |
| Annual return | 10.81% | 42.10%-31.3pp | 109.41%-98.6pp | 81.00%-70.2pp |
| Employer contribution / active EE | $822 | $2,594-68.3% | $3,653-77.5% | $2,440-66.3% |
| Participant deferral / active EE | $986 | $3,128-68.5% | $4,236-76.7% | $3,607-72.7% |
| Admin fee / account holder | $166 | $4,251-96.1% | $5,794-97.1% | $5,124-96.8% |