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 | $28,866 | $76,000-62.0% | $154,107-81.3% | $64,186-55.0% |
| Participation rate | 51.9% | 70.4%-18.6pp | 83.0%-31.2pp | 69.6%-17.7pp |
| Annual return | -8.12% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $153 | $3,351-95.4% | $5,298-97.1% | $2,381-93.6% |
| Participant deferral / active EE | $3,073 | $3,175-3.2% | $5,081-39.5% | $3,470-11.4% |
| Admin fee / account holder | $150 | $5,596-97.3% | $13,411-98.9% | $4,888-96.9% |