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 | $27,607 | $101,069-72.7% | $81,478-66.1% | $147,584-81.3% |
| Participation rate | 45.5% | 74.5%-29.0pp | 68.0%-22.5pp | 82.8%-37.4pp |
| Annual return | 5.62% | 32.40%-26.8pp | 38.78%-33.2pp | 578.55%-572.9pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $100 | $4,242-97.6% | $3,537-97.2% | $5,439-98.2% |
| Admin fee / account holder | $22 | $5,812-99.6% | $4,561-99.5% | $10,885-99.8% |