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 6-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 | $17,370 | $133,958-87.0% | $112,228-84.5% | $134,475-87.1% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -21.38% | 47.11%-68.5pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $348 | $4,038-91.4% | $3,635-90.4% | $4,740-92.7% |
| Participant deferral / active EE | $1,532 | $5,291-71.1% | $4,728-67.6% | $6,400-76.1% |
| Admin fee / account holder | $154 | $7,489-97.9% | $6,410-97.6% | $11,426-98.6% |