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 | $122,777 | $53,516+129.4% | $126,539-3.0% | $84,808+44.8% |
| Participation rate | 12.0% | 58.2%-46.2pp | 69.8%-57.8pp | 68.3%-56.3pp |
| Annual return | 13.16% | 58.34%-45.2pp | 425.95%-412.8pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,934 | $2,671-27.6% | $4,083-52.6% | $4,212-54.1% |
| Admin fee / account holder | $205 | $4,497-95.4% | $6,065-96.6% | $7,344-97.2% |