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 | $20,585 | $159,602-87.1% | $150,045-86.3% | $142,382-85.5% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 8.22% | 70.24%-62.0pp | 62.55%-54.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,152 | $4,961-76.8% | $4,693-75.5% | $4,299-73.2% |
| Participant deferral / active EE | $1,312 | $8,310-84.2% | $7,997-83.6% | $6,507-79.8% |
| Admin fee / account holder | $267 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |