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 | $33,919 | $70,587-51.9% | $124,672-72.8% | $85,850-60.5% |
| Participation rate | 8.9% | 64.4%-55.5pp | 74.6%-65.7pp | 69.3%-60.4pp |
| Annual return | 8.45% | 20688.83%-20680.4pp | 5142.93%-5134.5pp | 318.53%-310.1pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $566 | $2,969-80.9% | $4,614-87.7% | $3,952-85.7% |
| Admin fee / account holder | $26 | $5,282-99.5% | $7,493-99.7% | $6,260-99.6% |