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 5-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 | $118,029 | $117,9830% | $101,794+15.9% | $142,382-17.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | -7.77% | 36.92%-44.7pp | 30.53%-38.3pp | 217.08%-224.8pp |
| Employer contribution / active EE | $1,124 | $2,773-59.4% | $2,289-50.9% | $4,299-73.8% |
| Participant deferral / active EE | $691 | $4,714-85.3% | $4,084-83.1% | $6,507-89.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |