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 | $42,600 | $70,475-39.6% | $100,516-57.6% | $79,858-46.7% |
| Participation rate | 36.4% | 73.7%-37.3pp | 79.4%-43.0pp | 69.6%-33.3pp |
| Annual return | 7.12% | 21.90%-14.8pp | 30.89%-23.8pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $550 | $5,181-89.4% | $6,270-91.2% | $3,740-85.3% |
| Admin fee / account holder | $207 | $4,478-95.4% | $8,081-97.4% | $5,306-96.1% |