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 | $39,577 | $80,717-51.0% | $154,803-74.4% | $84,808-53.3% |
| Participation rate | 1.4% | 66.8%-65.5pp | 78.1%-76.7pp | 68.3%-67.0pp |
| Annual return | 11.98% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $58 | $3,303-98.3% | $5,540-99.0% | $4,212-98.6% |
| Admin fee / account holder | $46 | $6,746-99.3% | $14,329-99.7% | $7,344-99.4% |