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 | $12,258 | $25,979-52.8% | $71,735-82.9% | $68,494-82.1% |
| Participation rate | 17.9% | 54.5%-36.5pp | 62.3%-44.4pp | 67.9%-49.9pp |
| Annual return | -22.61% | -15.10%-7.5pp | 9.14%-31.8pp | -7.84%-14.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,060 | $1,522-30.3% | $2,658-60.1% | $4,027-73.7% |
| Admin fee / account holder | $20 | $2,022-99.0% | $3,974-99.5% | $5,403-99.6% |