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 | $89,073 | $73,004+22.0% | $90,749-1.8% | $68,494+30.0% |
| Participation rate | 39.3% | 70.8%-31.5pp | 75.7%-36.3pp | 67.9%-28.5pp |
| Annual return | -26.84% | -13.81%-13.0pp | -12.16%-14.7pp | -7.84%-19.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $971 | $3,627-73.2% | $4,564-78.7% | $4,027-75.9% |
| Admin fee / account holder | $139 | $5,896-97.6% | $8,445-98.4% | $5,403-97.4% |