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 | $174,961 | $176,056-0.6% | $159,436+9.7% | $167,490+4.5% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 0.96% | 331.75%-330.8pp | 263.57%-262.6pp | 478.56%-477.6pp |
| Employer contribution / active EE | $4,975 | $5,297-6.1% | $4,829+3.0% | $4,837+2.8% |
| Participant deferral / active EE | $1,430 | $7,750-81.6% | $7,352-80.6% | $6,341-77.5% |
| Admin fee / account holder | $70 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |