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 | $92,902 | $228,332-59.3% | $185,823-50.0% | $158,922-41.5% |
| Participation rate | 63.2% | 82.3%-19.1pp | 78.0%-14.9pp | 82.0%-18.8pp |
| Annual return | 2.98% | 40.80%-37.8pp | 35.95%-33.0pp | 302.83%-299.9pp |
| Employer contribution / active EE | $269 | $4,967-94.6% | $4,087-93.4% | $4,761-94.3% |
| Participant deferral / active EE | $5,283 | $6,415-17.6% | $5,632-6.2% | $5,982-11.7% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |