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 4-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 | $30,959 | $67,331-54.0% | $60,874-49.1% | $134,475-77.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -23.71% | 49.93%-73.6pp | 16.90%-40.6pp | 417.96%-441.7pp |
| Employer contribution / active EE | $258 | $3,096-91.7% | $2,701-90.4% | $4,740-94.6% |
| Participant deferral / active EE | $7,382 | $4,538+62.7% | $3,817+93.4% | $6,400+15.3% |
| Admin fee / account holder | $103 | $4,582-97.8% | $3,224-96.8% | $11,426-99.1% |