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 | $132,024 | $100,754+31.0% | $86,677+52.3% | $134,475-1.8% |
| Participation rate | 29.4% | 78.9%-49.5pp | 76.6%-47.2pp | 81.2%-51.8pp |
| Annual return | -20.47% | 29.04%-49.5pp | 35.91%-56.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $558 | $3,489-84.0% | $2,836-80.3% | $4,740-88.2% |
| Participant deferral / active EE | $2,714 | $5,338-49.2% | $4,656-41.7% | $6,400-57.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |