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 | $92,487 | $105,860-12.6% | $90,749+1.9% | $134,475-31.2% |
| Participation rate | 23.1% | 78.2%-55.2pp | 75.7%-52.6pp | 81.2%-58.1pp |
| Annual return | -20.55% | -11.01%-9.5pp | -12.16%-8.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $524 | $3,462-84.9% | $2,921-82.1% | $4,740-88.9% |
| Participant deferral / active EE | $2,069 | $5,216-60.3% | $4,564-54.7% | $6,400-67.7% |
| Admin fee / account holder | $24 | $13,938-99.8% | $8,445-99.7% | $11,426-99.8% |