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 | $34,140 | $83,902-59.3% | $167,512-79.6% | $84,808-59.7% |
| Participation rate | 23.1% | 66.5%-43.4pp | 77.1%-54.0pp | 68.3%-45.2pp |
| Annual return | 10.83% | 91.55%-80.7pp | 1615.79%-1605.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,506 | $4,442-66.1% | $6,405-76.5% | $4,212-64.2% |
| Admin fee / account holder | $47 | $7,915-99.4% | $9,769-99.5% | $7,344-99.4% |