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 8-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 | $51,292 | $127,100-59.6% | $105,738-51.5% | $135,375-62.1% |
| Participation rate | 12.5% | 82.7%-70.2pp | 76.3%-63.8pp | 82.6%-70.1pp |
| Annual return | -22.21% | 4.49%-26.7pp | 6.27%-28.5pp | 519.73%-541.9pp |
| Employer contribution / active EE | $750 | $4,107-81.7% | $3,268-77.1% | $4,779-84.3% |
| Participant deferral / active EE | $3,063 | $5,064-39.5% | $4,080-24.9% | $5,609-45.4% |
| Admin fee / account holder | $24 | $9,087-99.7% | $6,913-99.7% | $10,827-99.8% |