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 | $19,888 | $77,899-74.5% | $149,673-86.7% | $75,163-73.5% |
| Participation rate | 67.6% | 65.6%+2.0pp | 78.8%-11.2pp | 67.2%+0.4pp |
| Annual return | 13.18% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,534 | $3,137-51.1% | $4,818-68.2% | $2,670-42.5% |
| Participant deferral / active EE | $16 | $3,411-99.5% | $5,680-99.7% | $4,125-99.6% |
| Admin fee / account holder | $278 | $5,956-95.3% | $13,210-97.9% | $5,651-95.1% |