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 | $12,456 | $90,600-86.3% | $79,464-84.3% | $135,375-90.8% |
| Participation rate | 22.7% | 76.0%-53.3pp | 73.3%-50.6pp | 82.6%-59.9pp |
| Annual return | -11.91% | 977.43%-989.3pp | 718.14%-730.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,383 | $4,050-65.9% | $3,704-62.7% | $5,609-75.3% |
| Admin fee / account holder | $119 | $5,907-98.0% | $5,113-97.7% | $10,827-98.9% |