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 | $70,114 | $46,674+50.2% | $117,472-40.3% | $68,494+2.4% |
| Participation rate | 15.0% | 56.8%-41.8pp | 70.6%-55.6pp | 67.9%-52.9pp |
| Annual return | -23.23% | -14.52%-8.7pp | 29.74%-53.0pp | -7.84%-15.4pp |
| Employer contribution / active EE | $187 | $1,505-87.6% | $4,176-95.5% | $2,596-92.8% |
| Participant deferral / active EE | $1,007 | $2,636-61.8% | $4,070-75.2% | $4,027-75.0% |
| Admin fee / account holder | $30 | $4,020-99.2% | $5,645-99.5% | $5,403-99.4% |