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 5-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 | $33,663 | $167,307-79.9% | $143,757-76.6% | $134,475-75.0% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -36.07% | 0.46%-36.5pp | -0.04%-36.0pp | 417.96%-454.0pp |
| Employer contribution / active EE | $541 | $5,619-90.4% | $4,951-89.1% | $4,740-88.6% |
| Participant deferral / active EE | $3,375 | $6,446-47.6% | $5,637-40.1% | $6,400-47.3% |
| Admin fee / account holder | $111 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |