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 | $33,247 | $57,354-42.0% | $83,848-60.3% | $64,186-48.2% |
| Participation rate | 17.9% | 68.6%-50.7pp | 76.1%-58.2pp | 69.6%-51.6pp |
| Annual return | -11.17% | 11.38%-22.6pp | 850.88%-862.0pp | 7.63%-18.8pp |
| Employer contribution / active EE | $443 | $2,545-82.6% | $3,631-87.8% | $2,381-81.4% |
| Participant deferral / active EE | $1,320 | $2,993-55.9% | $4,082-67.7% | $3,470-61.9% |
| Admin fee / account holder | $195 | $4,046-95.2% | $5,478-96.4% | $4,888-96.0% |