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 | $41,482 | $72,277-42.6% | $101,248-59.0% | $79,858-48.1% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | -6.07% | 22.30%-28.4pp | 46.47%-52.5pp | 31.71%-37.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,271 | $3,282-30.8% | $4,370-48.0% | $3,740-39.3% |
| Admin fee / account holder | $276 | $4,400-93.7% | $5,945-95.4% | $5,306-94.8% |