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 | $201,756 | $105,856+90.6% | $285,549-29.3% | $116,875+72.6% |
| Participation rate | 20.0% | 68.4%-48.4pp | 83.2%-63.2pp | 74.5%-54.5pp |
| Annual return | 9.63% | 16.47%-6.8pp | 7.15%+2.5pp | 16.29%-6.7pp |
| Employer contribution / active EE | $555 | $2,968-81.3% | $5,022-88.9% | $3,288-83.1% |
| Participant deferral / active EE | $1,938 | $2,757-29.7% | $4,549-57.4% | $3,885-50.1% |
| Admin fee / account holder | $0 | $7,416-100.0% | $13,934-100.0% | $12,263-100.0% |