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 | $20,679 | $105,860-80.5% | $90,749-77.2% | $134,475-84.6% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.7%-38.2pp | 81.2%-43.7pp |
| Annual return | -26.25% | -11.01%-15.2pp | -12.16%-14.1pp | 417.96%-444.2pp |
| Employer contribution / active EE | $416 | $3,462-88.0% | $2,921-85.8% | $4,740-91.2% |
| Participant deferral / active EE | $5,327 | $5,216+2.1% | $4,564+16.7% | $6,400-16.8% |
| Admin fee / account holder | $166 | $13,938-98.8% | $8,445-98.0% | $11,426-98.5% |