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 | $24,920 | $87,540-71.5% | $75,781-67.1% | $125,391-80.1% |
| Participation rate | 27.3% | 80.2%-52.9pp | 75.8%-48.5pp | 83.2%-55.9pp |
| Annual return | -14.44% | 13.48%-27.9pp | 9.68%-24.1pp | 282.22%-296.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,204 | $4,229-47.9% | $3,651-39.6% | $5,352-58.8% |
| Admin fee / account holder | $44 | $6,502-99.3% | $5,299-99.2% | $9,540-99.5% |