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 | $116,843 | $88,751+31.7% | $81,812+42.8% | $145,922-19.9% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.3%-58.1pp | 80.3%-66.0pp |
| Annual return | 2.59% | 1025.40%-1022.8pp | 773.79%-771.2pp | 561.29%-558.7pp |
| Employer contribution / active EE | $486 | $3,083-84.2% | $2,912-83.3% | $4,660-89.6% |
| Participant deferral / active EE | $607 | $4,643-86.9% | $4,319-85.9% | $6,688-90.9% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |