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 9-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 | $30,524 | $133,958-77.2% | $112,228-72.8% | $134,475-77.3% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -30.82% | 47.11%-77.9pp | 27.45%-58.3pp | 417.96%-448.8pp |
| Employer contribution / active EE | $724 | $4,038-82.1% | $3,635-80.1% | $4,740-84.7% |
| Participant deferral / active EE | $2,867 | $5,291-45.8% | $4,728-39.4% | $6,400-55.2% |
| Admin fee / account holder | $295 | $7,489-96.1% | $6,410-95.4% | $11,426-97.4% |