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 | $85,157 | $71,883+18.5% | $86,677-1.8% | $68,494+24.3% |
| Participation rate | 18.0% | 72.2%-54.2pp | 76.6%-58.6pp | 67.9%-49.9pp |
| Annual return | -19.41% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $445 | $2,173-79.5% | $2,836-84.3% | $2,596-82.8% |
| Participant deferral / active EE | $2,190 | $3,779-42.0% | $4,656-53.0% | $4,027-45.6% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |