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 | $37,770 | $185,822-79.7% | $169,993-77.8% | $139,434-72.9% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 10.84% | 60.50%-49.7pp | 53.37%-42.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,457 | $7,590-80.8% | $6,785-78.5% | $4,751-69.3% |
| Participant deferral / active EE | $1,506 | $11,622-87.0% | $10,408-85.5% | $6,710-77.6% |
| Admin fee / account holder | $45 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |