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 4-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 | $8,200 | $92,703-91.2% | $82,719-90.1% | $134,475-93.9% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -27.52% | 944.92%-972.4pp | 701.18%-728.7pp | 417.96%-445.5pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,756 | $4,802-63.4% | $4,395-60.0% | $6,400-72.6% |
| Admin fee / account holder | $57 | $5,983-99.1% | $5,329-98.9% | $11,426-99.5% |