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 | $35,095 | $135,635-74.1% | $110,238-68.2% | $135,375-74.1% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.8%-26.5pp | 82.6%-29.3pp |
| Annual return | -9.59% | 513.19%-522.8pp | 314.74%-324.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $594 | $4,906-87.9% | $3,826-84.5% | $4,779-87.6% |
| Participant deferral / active EE | $3,480 | $5,506-36.8% | $4,672-25.5% | $5,609-38.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |