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 | $40,825 | $81,248-49.8% | $155,509-73.7% | $80,856-49.5% |
| Participation rate | 64.8% | 66.2%-1.4pp | 78.2%-13.4pp | 67.6%-2.8pp |
| Annual return | 7.65% | 33.31%-25.7pp | 64.67%-57.0pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,208 | $3,100-61.0% | $4,672-74.2% | $2,755-56.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $196 | $7,997-97.5% | $15,912-98.8% | $6,918-97.2% |