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 | $148,309 | $82,664+79.4% | $125,339+18.3% | $68,494+116.5% |
| Participation rate | 17.7% | 75.0%-57.3pp | 82.4%-64.6pp | 67.9%-50.2pp |
| Annual return | -23.80% | -5.97%-17.8pp | 572.05%-595.8pp | -7.84%-16.0pp |
| Employer contribution / active EE | $650 | $3,381-80.8% | $4,814-86.5% | $2,596-75.0% |
| Participant deferral / active EE | $2,981 | $6,110-51.2% | $7,446-60.0% | $4,027-26.0% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |