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 | $83,364 | $58,208+43.2% | $81,812+1.9% | $80,856+3.1% |
| Participation rate | 28.6% | 63.4%-34.8pp | 72.3%-43.8pp | 67.6%-39.1pp |
| Annual return | 10.01% | 41.66%-31.7pp | 773.79%-763.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,137 | $3,281-65.3% | $4,319-73.7% | $4,296-73.5% |
| Admin fee / account holder | $74 | $4,981-98.5% | $7,386-99.0% | $6,918-98.9% |