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 | $30,405 | $90,600-66.4% | $79,464-61.7% | $135,375-77.5% |
| Participation rate | 57.9% | 76.0%-18.2pp | 73.3%-15.5pp | 82.6%-24.7pp |
| Annual return | -10.79% | 977.43%-988.2pp | 718.14%-728.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,722 | $4,050-57.5% | $3,704-53.5% | $5,609-69.3% |
| Admin fee / account holder | $169 | $5,907-97.1% | $5,113-96.7% | $10,827-98.4% |