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 | $32,424 | $64,707-49.9% | $112,228-71.1% | $68,494-52.7% |
| Participation rate | 13.9% | 67.2%-53.3pp | 75.1%-61.2pp | 67.9%-54.0pp |
| Annual return | -21.61% | -11.40%-10.2pp | 27.45%-49.1pp | -7.84%-13.8pp |
| Employer contribution / active EE | $485 | $2,746-82.3% | $3,635-86.7% | $2,596-81.3% |
| Participant deferral / active EE | $2,042 | $3,565-42.7% | $4,728-56.8% | $4,027-49.3% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |