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 | $98,350 | $102,966-4.5% | $90,281+8.9% | $152,861-35.7% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.4%-44.9pp |
| Annual return | 1.69% | 95.16%-93.5pp | 78.10%-76.4pp | 345.32%-343.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,749 | $4,281-35.8% | $3,885-29.2% | $5,850-53.0% |
| Admin fee / account holder | $44 | $6,171-99.3% | $5,351-99.2% | $11,596-99.6% |