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 5-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 | $8,984 | $93,024-90.3% | $77,024-88.3% | $134,475-93.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -22.47% | 62.60%-85.1pp | 42.32%-64.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $359 | $3,418-89.5% | $2,812-87.2% | $4,740-92.4% |
| Participant deferral / active EE | $1,195 | $5,238-77.2% | $4,426-73.0% | $6,400-81.3% |
| Admin fee / account holder | $10 | $6,944-99.9% | $5,425-99.8% | $11,426-99.9% |