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 7-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 | $78,367 | $129,942-39.7% | $104,294-24.9% | $134,475-41.7% |
| Participation rate | 25.0% | 79.5%-54.5pp | 73.3%-48.3pp | 81.2%-56.2pp |
| Annual return | -27.20% | 42.03%-69.2pp | 24.61%-51.8pp | 417.96%-445.2pp |
| Employer contribution / active EE | $297 | $4,184-92.9% | $3,372-91.2% | $4,740-93.7% |
| Participant deferral / active EE | $5,125 | $5,588-8.3% | $4,625+10.8% | $6,400-19.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |