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 8-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 | $22,808 | $56,357-59.5% | $104,294-78.1% | $68,494-66.7% |
| Participation rate | 35.0% | 63.3%-28.3pp | 73.3%-38.3pp | 67.9%-32.9pp |
| Annual return | -22.12% | -9.19%-12.9pp | 24.61%-46.7pp | -7.84%-14.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,179 | $3,077+3.3% | $4,625-31.3% | $4,027-21.1% |
| Admin fee / account holder | $98 | $4,903-98.0% | $7,339-98.7% | $5,403-98.2% |