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 | $240,691 | $167,484+43.7% | $151,611+58.8% | $134,475+79.0% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -52.53% | 7.80%-60.3pp | 3.33%-55.9pp | 417.96%-470.5pp |
| Employer contribution / active EE | $393 | $6,829-94.2% | $6,166-93.6% | $4,740-91.7% |
| Participant deferral / active EE | $9,000 | $8,986+0.2% | $8,363+7.6% | $6,400+40.6% |
| Admin fee / account holder | $30 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |