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 | $68,865 | $48,265+42.7% | $68,791+0.1% | $68,494+0.5% |
| Participation rate | 27.9% | 60.7%-32.8pp | 69.0%-41.1pp | 67.9%-40.0pp |
| Annual return | -24.52% | -12.71%-11.8pp | -6.38%-18.1pp | -7.84%-16.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,118 | $2,867-61.0% | $3,941-71.6% | $4,027-72.2% |
| Admin fee / account holder | -$2 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |