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 | $149,328 | $180,449-17.2% | $154,107-3.1% | $135,375+10.3% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -9.72% | 888.09%-897.8pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,261 | $6,035-79.1% | $5,298-76.2% | $4,779-73.6% |
| Participant deferral / active EE | $6,718 | $5,806+15.7% | $5,081+32.2% | $5,609+19.8% |
| Admin fee / account holder | $11 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |