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 | $149,598 | $168,632-11.3% | $147,614+1.3% | $125,391+19.3% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -5.17% | 77.65%-82.8pp | 61.98%-67.1pp | 282.22%-287.4pp |
| Employer contribution / active EE | $835 | $6,252-86.6% | $5,564-85.0% | $4,866-82.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $289 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |