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 7-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 | $4,201 | $84,402-95.0% | $61,373-93.2% | $134,475-96.9% |
| Participation rate | 46.7% | 62.2%-15.5pp | 52.6%-5.9pp | 81.2%-34.6pp |
| Annual return | -21.91% | 584.55%-606.5pp | 338.61%-360.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,013 | $2,819-64.1% | $2,125-52.3% | $6,400-84.2% |
| Admin fee / account holder | $74 | $2,585-97.2% | $2,130-96.5% | $11,426-99.4% |