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 | $53,328 | $238,490-77.6% | $180,183-70.4% | $142,382-62.5% |
| Participation rate | 57.1% | 82.3%-25.1pp | 77.4%-20.3pp | 80.1%-23.0pp |
| Annual return | 6.29% | 33.56%-27.3pp | 27.86%-21.6pp | 217.08%-210.8pp |
| Employer contribution / active EE | $2,144 | $6,143-65.1% | $5,039-57.5% | $4,299-50.1% |
| Participant deferral / active EE | $2,265 | $7,996-71.7% | $6,822-66.8% | $6,507-65.2% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |