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 | $37,437 | $63,346-40.9% | $92,233-59.4% | $70,131-46.6% |
| Participation rate | 41.0% | 68.7%-27.6pp | 76.5%-35.5pp | 69.5%-28.5pp |
| Annual return | 11.70% | 530.12%-518.4pp | 176.28%-164.6pp | 73.14%-61.4pp |
| Employer contribution / active EE | $783 | $2,471-68.3% | $3,679-78.7% | $2,342-66.6% |
| Participant deferral / active EE | $1,024 | $2,854-64.1% | $3,897-73.7% | $3,332-69.3% |
| Admin fee / account holder | $176 | $3,840-95.4% | $5,194-96.6% | $4,645-96.2% |