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 | $12,353 | $100,852-87.8% | $90,404-86.3% | $158,922-92.2% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.7%-42.7pp | 82.0%-52.0pp |
| Annual return | 3.72% | 1724.20%-1720.5pp | 1293.02%-1289.3pp | 302.83%-299.1pp |
| Employer contribution / active EE | $582 | $3,689-84.2% | $3,262-82.2% | $4,761-87.8% |
| Participant deferral / active EE | $685 | $4,348-84.2% | $3,963-82.7% | $5,982-88.5% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |