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 | $29,802 | $159,901-81.4% | $146,958-79.7% | $145,922-79.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.29% | 98.13%-89.8pp | 418.34%-410.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,640 | $5,286-69.0% | $4,933-66.8% | $4,660-64.8% |
| Participant deferral / active EE | $1,940 | $8,428-77.0% | $8,070-76.0% | $6,688-71.0% |
| Admin fee / account holder | $217 | $15,044-98.6% | $12,998-98.3% | $13,397-98.4% |