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 | $241,138 | $154,117+56.5% | $129,995+85.5% | $139,434+72.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 8.78% | 32.48%-23.7pp | -137.18%+146.0pp | 372.94%-364.2pp |
| Employer contribution / active EE | $1,753 | $5,289-66.8% | $4,320-59.4% | $4,751-63.1% |
| Participant deferral / active EE | $1,753 | $6,710-73.9% | $5,820-69.9% | $6,710-73.9% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |