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 | $34,661 | $49,177-29.5% | $79,464-56.4% | $64,186-46.0% |
| Participation rate | 36.1% | 65.0%-28.9pp | 73.3%-37.2pp | 69.6%-33.5pp |
| Annual return | -9.16% | -1.16%-8.0pp | 718.14%-727.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $889 | $2,821-68.5% | $3,704-76.0% | $3,470-74.4% |
| Admin fee / account holder | $249 | $3,839-93.5% | $5,113-95.1% | $4,888-94.9% |