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 | $25,280 | $87,540-71.1% | $75,781-66.6% | $125,391-79.8% |
| Participation rate | 65.0% | 80.2%-15.2pp | 75.8%-10.8pp | 83.2%-18.2pp |
| Annual return | -4.55% | 13.48%-18.0pp | 9.68%-14.2pp | 282.22%-286.8pp |
| Employer contribution / active EE | $450 | $3,930-88.6% | $3,323-86.5% | $4,866-90.8% |
| Participant deferral / active EE | $2,644 | $4,229-37.5% | $3,651-27.6% | $5,352-50.6% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |