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 8-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 | $45,422 | $167,484-72.9% | $151,611-70.0% | $134,475-66.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -26.24% | 7.80%-34.0pp | 3.33%-29.6pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,378 | $6,829-79.8% | $6,166-77.7% | $4,740-70.9% |
| Participant deferral / active EE | $9,348 | $8,986+4.0% | $8,363+11.8% | $6,400+46.1% |
| Admin fee / account holder | $191 | $13,783-98.6% | $11,616-98.4% | $11,426-98.3% |