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 | $43,003 | $97,757-56.0% | $83,848-48.7% | $135,375-68.2% |
| Participation rate | 12.5% | 80.0%-67.5pp | 76.1%-63.6pp | 82.6%-70.1pp |
| Annual return | -14.29% | 1287.37%-1301.7pp | 850.88%-865.2pp | 519.73%-534.0pp |
| Employer contribution / active EE | $411 | $4,222-90.3% | $3,631-88.7% | $4,779-91.4% |
| Participant deferral / active EE | $2,688 | $4,682-42.6% | $4,082-34.2% | $5,609-52.1% |
| Admin fee / account holder | $174 | $6,674-97.4% | $5,478-96.8% | $10,827-98.4% |