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 | $217,829 | $214,378+1.6% | $200,582+8.6% | $142,382+53.0% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 6.90% | 46.41%-39.5pp | 42.33%-35.4pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,820 | $6,841-73.4% | $6,419-71.6% | $4,299-57.7% |
| Participant deferral / active EE | $1,300 | $9,865-86.8% | $9,331-86.1% | $6,507-80.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |