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 | $41,535 | $185,822-77.6% | $169,993-75.6% | $139,434-70.2% |
| Participation rate | 25.0% | 87.8%-62.8pp | 87.0%-62.0pp | 80.3%-55.3pp |
| Annual return | 1.00% | 60.50%-59.5pp | 53.37%-52.4pp | 372.94%-371.9pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $500 | $11,622-95.7% | $10,408-95.2% | $6,710-92.5% |
| Admin fee / account holder | $200 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |