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.
Employer 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 | $87,876 | $150,187-41.5% | $120,354-27.0% | $145,922-39.8% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 4.79% | 154.07%-149.3pp | 107.15%-102.4pp | 561.29%-556.5pp |
| Employer contribution / active EE | $410 | $4,348-90.6% | $3,463-88.1% | $4,660-91.2% |
| Participant deferral / active EE | $3,055 | $6,173-50.5% | $4,991-38.8% | $6,688-54.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |