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 8-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 | $23,929 | $133,958-82.1% | $112,228-78.7% | $134,475-82.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -23.11% | 47.11%-70.2pp | 27.45%-50.6pp | 417.96%-441.1pp |
| Employer contribution / active EE | $796 | $4,038-80.3% | $3,635-78.1% | $4,740-83.2% |
| Participant deferral / active EE | $3,023 | $5,291-42.9% | $4,728-36.1% | $6,400-52.8% |
| Admin fee / account holder | $135 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |