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 | $121,683 | $154,117-21.0% | $129,995-6.4% | $139,434-12.7% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.5%-36.8pp | 80.3%-38.7pp |
| Annual return | 1.87% | 32.48%-30.6pp | -137.18%+139.0pp | 372.94%-371.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $258 | $6,710-96.2% | $5,820-95.6% | $6,710-96.2% |
| Admin fee / account holder | $59 | $14,007-99.6% | $10,614-99.4% | $11,403-99.5% |