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 | $103,448 | $176,056-41.2% | $159,436-35.1% | $167,490-38.2% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 3.43% | 331.75%-328.3pp | 263.57%-260.1pp | 478.56%-475.1pp |
| Employer contribution / active EE | $776 | $5,297-85.3% | $4,829-83.9% | $4,837-84.0% |
| Participant deferral / active EE | $11,022 | $7,750+42.2% | $7,352+49.9% | $6,341+73.8% |
| Admin fee / account holder | $21 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |