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 6-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 | $24,674 | $167,307-85.3% | $143,757-82.8% | $134,475-81.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -22.42% | 0.46%-22.9pp | -0.04%-22.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,048 | $5,619-81.4% | $4,951-78.8% | $4,740-77.9% |
| Participant deferral / active EE | $5,562 | $6,446-13.7% | $5,637-1.3% | $6,400-13.1% |
| Admin fee / account holder | $159 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |