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 | $71,329 | $102,966-30.7% | $90,281-21.0% | $152,861-53.3% |
| Participation rate | 7.7% | 75.9%-68.2pp | 73.3%-65.6pp | 82.4%-74.8pp |
| Annual return | 1.70% | 95.16%-93.5pp | 78.10%-76.4pp | 345.32%-343.6pp |
| Employer contribution / active EE | $219 | $3,139-93.0% | $2,854-92.3% | $4,762-95.4% |
| Participant deferral / active EE | $219 | $4,281-94.9% | $3,885-94.4% | $5,850-96.3% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |