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 | $51,033 | $133,958-61.9% | $112,228-54.5% | $134,475-62.1% |
| Participation rate | 18.8% | 78.6%-59.8pp | 75.1%-56.3pp | 81.2%-62.5pp |
| Annual return | -22.05% | 47.11%-69.2pp | 27.45%-49.5pp | 417.96%-440.0pp |
| Employer contribution / active EE | $708 | $4,038-82.5% | $3,635-80.5% | $4,740-85.1% |
| Participant deferral / active EE | $2,663 | $5,291-49.7% | $4,728-43.7% | $6,400-58.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |