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 9-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 | $13,109 | $27,641-52.6% | $61,373-78.6% | $68,494-80.9% |
| Participation rate | 28.9% | 39.5%-10.5pp | 52.6%-23.6pp | 67.9%-38.9pp |
| Annual return | -22.81% | -13.24%-9.6pp | 338.61%-361.4pp | -7.84%-15.0pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $922 | $1,263-27.0% | $2,125-56.6% | $4,027-77.1% |
| Admin fee / account holder | $210 | $2,010-89.6% | $2,130-90.2% | $5,403-96.1% |