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 | $38,237 | $65,041-41.2% | $90,951-58.0% | $79,858-52.1% |
| Participation rate | 56.6% | 61.6%-5.0pp | 69.0%-12.4pp | 69.6%-13.0pp |
| Annual return | 9.78% | 30.45%-20.7pp | 134.60%-124.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $482 | $2,512-80.8% | $3,373-85.7% | $3,740-87.1% |
| Admin fee / account holder | $239 | $4,536-94.7% | $5,959-96.0% | $5,306-95.5% |