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 | $42,205 | $202,318-79.1% | $172,739-75.6% | $152,861-72.4% |
| Participation rate | 17.6% | 87.1%-69.4pp | 82.6%-65.0pp | 82.4%-64.8pp |
| Annual return | 4.68% | 1029.65%-1025.0pp | 802.84%-798.2pp | 345.32%-340.6pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,246 | $5,948-79.0% | $5,198-76.0% | $5,850-78.7% |
| Admin fee / account holder | $82 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |