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 8-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 | $99,013 | $30,400+225.7% | $53,898+83.7% | $84,808+16.8% |
| Participation rate | 19.4% | 46.4%-27.0pp | 55.0%-35.5pp | 68.3%-48.9pp |
| Annual return | 12.62% | 500.19%-487.6pp | 528.60%-516.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $339 | $603-43.7% | $932-63.6% | $2,631-87.1% |
| Participant deferral / active EE | $156 | $1,199-87.0% | $1,826-91.5% | $4,212-96.3% |
| Admin fee / account holder | $13 | $1,993-99.4% | $2,491-99.5% | $7,344-99.8% |