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 | $48,636 | $108,919-55.3% | $100,391-51.6% | $145,922-66.7% |
| Participation rate | 40.0% | 82.9%-42.9pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 9.52% | 57.88%-48.4pp | 49.20%-39.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,233 | $4,419-72.1% | $3,942-68.7% | $4,660-73.5% |
| Participant deferral / active EE | $1,693 | $8,445-79.9% | $8,082-79.0% | $6,688-74.7% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |