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 | $24,311 | $176,662-86.2% | $130,648-81.4% | $152,861-84.1% |
| Participation rate | 63.2% | 79.0%-15.8pp | 71.7%-8.6pp | 82.4%-19.3pp |
| Annual return | 5.88% | 2692.24%-2686.4pp | 1708.96%-1703.1pp | 345.32%-339.4pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,506 | $4,361-42.5% | $3,603-30.4% | $5,850-57.2% |
| Admin fee / account holder | $250 | $7,133-96.5% | $5,464-95.4% | $11,596-97.8% |