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 10-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 | $39,966 | $180,449-77.9% | $154,107-74.1% | $135,375-70.5% |
| Participation rate | 27.3% | 87.4%-60.2pp | 83.0%-55.8pp | 82.6%-55.4pp |
| Annual return | -9.81% | 888.09%-897.9pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,249 | $6,035-79.3% | $5,298-76.4% | $4,779-73.9% |
| Participant deferral / active EE | $2,686 | $5,806-53.7% | $5,081-47.1% | $5,609-52.1% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |