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 | $140,792 | $104,907+34.2% | $84,611+66.4% | $152,861-7.9% |
| Participation rate | 7.1% | 74.8%-67.7pp | 68.2%-61.1pp | 82.4%-75.3pp |
| Annual return | 1.19% | 373.79%-372.6pp | 258.74%-257.6pp | 345.32%-344.1pp |
| Employer contribution / active EE | $271 | $3,302-91.8% | $2,652-89.8% | $4,762-94.3% |
| Participant deferral / active EE | $1,714 | $4,688-63.4% | $3,899-56.0% | $5,850-70.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |