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 | $18,077 | $97,044-81.4% | $83,333-78.3% | $135,375-86.6% |
| Participation rate | 28.6% | 80.4%-51.8pp | 77.8%-49.2pp | 82.6%-54.1pp |
| Annual return | -16.21% | 12.31%-28.5pp | 10.63%-26.8pp | 519.73%-535.9pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,149 | $5,964-47.2% | $5,565-43.4% | $5,609-43.9% |
| Admin fee / account holder | $40 | $8,380-99.5% | $7,510-99.5% | $10,827-99.6% |