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 | $26,066 | $129,942-79.9% | $104,294-75.0% | $134,475-80.6% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -40.62% | 42.03%-82.7pp | 24.61%-65.2pp | 417.96%-458.6pp |
| Employer contribution / active EE | $600 | $4,184-85.7% | $3,372-82.2% | $4,740-87.3% |
| Participant deferral / active EE | $8,800 | $5,588+57.5% | $4,625+90.3% | $6,400+37.5% |
| Admin fee / account holder | $30 | $9,323-99.7% | $7,339-99.6% | $11,426-99.7% |