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.
Participant 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 | $59,143 | $46,674+26.7% | $117,472-49.7% | $68,494-13.7% |
| Participation rate | 14.3% | 56.8%-42.5pp | 70.6%-56.3pp | 67.9%-53.6pp |
| Annual return | -22.77% | -14.52%-8.2pp | 29.74%-52.5pp | -7.84%-14.9pp |
| Employer contribution / active EE | $483 | $1,505-67.9% | $4,176-88.4% | $2,596-81.4% |
| Participant deferral / active EE | $861 | $2,636-67.4% | $4,070-78.9% | $4,027-78.6% |
| Admin fee / account holder | $10 | $4,020-99.8% | $5,645-99.8% | $5,403-99.8% |