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 | $22,217 | $99,640-77.7% | $86,436-74.3% | $134,475-83.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -23.96% | 6782.58%-6806.5pp | 4394.89%-4418.8pp | 417.96%-441.9pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,269 | $7,246-13.5% | $6,952-9.8% | $6,400-2.0% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |