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 | $37,630 | $93,024-59.5% | $77,024-51.1% | $134,475-72.0% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.0pp | 81.2%-38.4pp |
| Annual return | -23.11% | 62.60%-85.7pp | 42.32%-65.4pp | 417.96%-441.1pp |
| Employer contribution / active EE | $372 | $3,418-89.1% | $2,812-86.8% | $4,740-92.2% |
| Participant deferral / active EE | $1,082 | $5,238-79.3% | $4,426-75.6% | $6,400-83.1% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |