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 | $58,524 | $85,766-31.8% | $136,294-57.1% | $70,131-16.6% |
| Participation rate | 42.3% | 74.2%-31.8pp | 81.9%-39.6pp | 69.5%-27.2pp |
| Annual return | 14.15% | 31.45%-17.3pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $652 | $2,966-78.0% | $4,695-86.1% | $2,342-72.2% |
| Participant deferral / active EE | $1,528 | $5,051-69.8% | $6,247-75.5% | $3,332-54.1% |
| Admin fee / account holder | $111 | $5,420-98.0% | $9,243-98.8% | $4,645-97.6% |