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 | $9,870 | $77,899-87.3% | $149,673-93.4% | $75,163-86.9% |
| Participation rate | 52.8% | 65.6%-12.7pp | 78.8%-25.9pp | 67.2%-14.4pp |
| Annual return | -5.82% | 31.72%-37.5pp | 134.42%-140.2pp | 160.62%-166.4pp |
| Employer contribution / active EE | $306 | $3,137-90.2% | $4,818-93.6% | $2,670-88.5% |
| Participant deferral / active EE | $1,329 | $3,411-61.0% | $5,680-76.6% | $4,125-67.8% |
| Admin fee / account holder | $179 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |