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 | $114,744 | $180,449-36.4% | $154,107-25.5% | $135,375-15.2% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -10.22% | 888.09%-898.3pp | 735.12%-745.3pp | 519.73%-530.0pp |
| Employer contribution / active EE | $900 | $6,035-85.1% | $5,298-83.0% | $4,779-81.2% |
| Participant deferral / active EE | $4,186 | $5,806-27.9% | $5,081-17.6% | $5,609-25.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |