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 | $34,248 | $97,757-65.0% | $83,848-59.2% | $135,375-74.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -11.01% | 1287.37%-1298.4pp | 850.88%-861.9pp | 519.73%-530.7pp |
| Employer contribution / active EE | $172 | $4,222-95.9% | $3,631-95.3% | $4,779-96.4% |
| Participant deferral / active EE | $5,470 | $4,682+16.8% | $4,082+34.0% | $5,609-2.5% |
| Admin fee / account holder | $238 | $6,674-96.4% | $5,478-95.7% | $10,827-97.8% |