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 | $25,964 | $27,641-6.1% | $61,373-57.7% | $68,494-62.1% |
| Participation rate | 13.3% | 39.5%-26.2pp | 52.6%-39.2pp | 67.9%-54.6pp |
| Annual return | -21.21% | -13.24%-8.0pp | 338.61%-359.8pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $508 | $1,263-59.8% | $2,125-76.1% | $4,027-87.4% |
| Admin fee / account holder | $83 | $2,010-95.9% | $2,130-96.1% | $5,403-98.5% |