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 | $116,894 | $202,318-42.2% | $172,739-32.3% | $152,861-23.5% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 10.75% | 1029.65%-1018.9pp | 802.84%-792.1pp | 345.32%-334.6pp |
| Employer contribution / active EE | $1,179 | $5,856-79.9% | $5,143-77.1% | $4,762-75.2% |
| Participant deferral / active EE | $3,209 | $5,948-46.0% | $5,198-38.3% | $5,850-45.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |