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 | $66,964 | $110,094-39.2% | $151,611-55.8% | $68,494-2.2% |
| Participation rate | 23.7% | 84.0%-60.3pp | 87.5%-63.8pp | 67.9%-44.2pp |
| Annual return | -25.21% | -10.12%-15.1pp | 3.33%-28.5pp | -7.84%-17.4pp |
| Employer contribution / active EE | $499 | $4,471-88.8% | $6,166-91.9% | $2,596-80.8% |
| Participant deferral / active EE | $3,229 | $6,527-50.5% | $8,363-61.4% | $4,027-19.8% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |