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 | $63,478 | $88,042-27.9% | $138,135-54.0% | $79,858-20.5% |
| Participation rate | 63.4% | 71.4%-8.0pp | 78.7%-15.3pp | 69.6%-6.2pp |
| Annual return | 6.46% | 20.58%-14.1pp | 20.51%-14.0pp | 31.71%-25.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $882 | $4,704-81.3% | $6,431-86.3% | $3,740-76.4% |
| Admin fee / account holder | $15 | $7,791-99.8% | $11,856-99.9% | $5,306-99.7% |