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 7-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 | $160,231 | $88,751+80.5% | $81,812+95.9% | $145,922+9.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | -6.81% | 1025.40%-1032.2pp | 773.79%-780.6pp | 561.29%-568.1pp |
| Employer contribution / active EE | $224 | $3,083-92.7% | $2,912-92.3% | $4,660-95.2% |
| Participant deferral / active EE | $746 | $4,643-83.9% | $4,319-82.7% | $6,688-88.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |