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 | $63,155 | $82,664-23.6% | $125,339-49.6% | $68,494-7.8% |
| Participation rate | 65.3% | 75.0%-9.7pp | 82.4%-17.1pp | 67.9%-2.6pp |
| Annual return | -19.88% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,171 | $6,110-48.1% | $7,446-57.4% | $4,027-21.3% |
| Admin fee / account holder | $25 | $6,275-99.6% | $10,010-99.8% | $5,403-99.5% |