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 | $25,206 | $95,862-73.7% | $79,550-68.3% | $134,475-81.3% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -31.34% | -2.69%-28.7pp | 0.16%-31.5pp | 417.96%-449.3pp |
| Employer contribution / active EE | $174 | $3,128-94.4% | $2,413-92.8% | $4,740-96.3% |
| Participant deferral / active EE | $1,662 | $4,693-64.6% | $3,985-58.3% | $6,400-74.0% |
| Admin fee / account holder | $252 | $9,126-97.2% | $6,832-96.3% | $11,426-97.8% |