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 | $20,732 | $95,416-78.3% | $185,823-88.8% | $85,850-75.9% |
| Participation rate | 21.7% | 68.8%-47.0pp | 81.7%-60.0pp | 69.3%-47.6pp |
| Annual return | 3.84% | 23.59%-19.7pp | 122.05%-118.2pp | 318.53%-314.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $277 | $3,423-91.9% | $5,568-95.0% | $3,952-93.0% |
| Admin fee / account holder | $68 | $7,213-99.1% | $16,237-99.6% | $6,260-98.9% |