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.
Employer 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 | $106,718 | $109,817-2.8% | $98,442+8.4% | $167,490-36.3% |
| Participation rate | 11.8% | 75.8%-64.1pp | 73.3%-61.6pp | 82.1%-70.3pp |
| Annual return | 7.54% | 1956.69%-1949.2pp | 1492.73%-1485.2pp | 478.56%-471.0pp |
| Employer contribution / active EE | $139 | $3,224-95.7% | $2,960-95.3% | $4,837-97.1% |
| Participant deferral / active EE | $1,671 | $4,673-64.3% | $4,276-60.9% | $6,341-73.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |