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 4-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 | $116,088 | $102,604+13.1% | $86,188+34.7% | $139,434-16.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 6.88% | 1922.51%-1915.6pp | 1168.45%-1161.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $562 | $3,032-81.5% | $2,380-76.4% | $4,751-88.2% |
| Participant deferral / active EE | $721 | $4,676-84.6% | $3,985-81.9% | $6,710-89.2% |
| Admin fee / account holder | $157 | $8,657-98.2% | $6,852-97.7% | $11,403-98.6% |