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 | $32,547 | $103,376-68.5% | $87,100-62.6% | $152,861-78.7% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 6.84% | 28.10%-21.3pp | 28.19%-21.3pp | 345.32%-338.5pp |
| Employer contribution / active EE | $1,059 | $3,220-67.1% | $2,521-58.0% | $4,762-77.8% |
| Participant deferral / active EE | $1,261 | $4,778-73.6% | $4,049-68.9% | $5,850-78.4% |
| Admin fee / account holder | $50 | $12,205-99.6% | $7,497-99.3% | $11,596-99.6% |