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 | $34,930 | $62,586-44.2% | $76,768-54.5% | $64,186-45.6% |
| Participation rate | 47.9% | 72.8%-24.9pp | 77.0%-29.1pp | 69.6%-21.7pp |
| Annual return | -8.32% | -1.95%-6.4pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $317 | $1,832-82.7% | $2,485-87.3% | $2,381-86.7% |
| Participant deferral / active EE | $1,593 | $3,145-49.3% | $3,852-58.6% | $3,470-54.1% |
| Admin fee / account holder | $234 | $4,667-95.0% | $6,675-96.5% | $4,888-95.2% |