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 | $21,154 | $49,177-57.0% | $79,464-73.4% | $64,186-67.0% |
| Participation rate | 30.0% | 65.0%-35.0pp | 73.3%-43.3pp | 69.6%-39.6pp |
| Annual return | -13.70% | -1.16%-12.5pp | 718.14%-731.8pp | 7.63%-21.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,191 | $2,821+13.1% | $3,704-13.9% | $3,470-8.0% |
| Admin fee / account holder | $20 | $3,839-99.5% | $5,113-99.6% | $4,888-99.6% |