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 | $47,873 | $112,096-57.3% | $95,952-50.1% | $158,922-69.9% |
| Participation rate | 61.9% | 79.0%-17.1pp | 77.1%-15.2pp | 82.0%-20.1pp |
| Annual return | 1.64% | 171.09%-169.5pp | 91.61%-90.0pp | 302.83%-301.2pp |
| Employer contribution / active EE | $710 | $3,198-77.8% | $2,541-72.1% | $4,761-85.1% |
| Participant deferral / active EE | $932 | $4,784-80.5% | $4,167-77.6% | $5,982-84.4% |
| Admin fee / account holder | $17 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |