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 | $153,495 | $100,754+52.3% | $86,677+77.1% | $134,475+14.1% |
| Participation rate | 16.7% | 78.9%-62.3pp | 76.6%-59.9pp | 81.2%-64.6pp |
| Annual return | -23.95% | 29.04%-53.0pp | 35.91%-59.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $867 | $3,489-75.2% | $2,836-69.4% | $4,740-81.7% |
| Participant deferral / active EE | $1,083 | $5,338-79.7% | $4,656-76.7% | $6,400-83.1% |
| Admin fee / account holder | -$253 | $10,926-102.3% | $7,493-103.4% | $11,426-102.2% |