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 | $77,702 | $95,862-18.9% | $79,550-2.3% | $134,475-42.2% |
| Participation rate | 18.2% | 75.0%-56.9pp | 69.5%-51.3pp | 81.2%-63.0pp |
| Annual return | -28.76% | -2.69%-26.1pp | 0.16%-28.9pp | 417.96%-446.7pp |
| Employer contribution / active EE | $435 | $3,128-86.1% | $2,413-82.0% | $4,740-90.8% |
| Participant deferral / active EE | $1,927 | $4,693-58.9% | $3,985-51.7% | $6,400-69.9% |
| Admin fee / account holder | $36 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |