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 | $35,874 | $87,733-59.1% | $106,548-66.3% | $85,850-58.2% |
| Participation rate | 29.7% | 71.9%-42.2pp | 76.1%-46.4pp | 69.3%-39.6pp |
| Annual return | 2.83% | 21.86%-19.0pp | 26.80%-24.0pp | 318.53%-315.7pp |
| Employer contribution / active EE | $679 | $2,073-67.2% | $2,819-75.9% | $2,565-73.5% |
| Participant deferral / active EE | $712 | $3,469-79.5% | $4,398-83.8% | $3,952-82.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,407-100.0% | $6,260-100.0% |