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 | $148,061 | $108,919+35.9% | $100,391+47.5% | $145,922+1.5% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | -5.70% | 57.88%-63.6pp | 49.20%-54.9pp | 561.29%-567.0pp |
| Employer contribution / active EE | $1,510 | $4,419-65.8% | $3,942-61.7% | $4,660-67.6% |
| Participant deferral / active EE | $1,510 | $8,445-82.1% | $8,082-81.3% | $6,688-77.4% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |