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 | $72,569 | $54,350+33.5% | $82,719-12.3% | $68,494+5.9% |
| Participation rate | 18.2% | 63.9%-45.7pp | 72.6%-54.4pp | 67.9%-49.7pp |
| Annual return | -21.66% | -13.67%-8.0pp | 701.18%-722.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $576 | $2,218-74.0% | $3,009-80.9% | $2,596-77.8% |
| Participant deferral / active EE | $234 | $3,246-92.8% | $4,395-94.7% | $4,027-94.2% |
| Admin fee / account holder | $20 | $4,395-99.5% | $5,329-99.6% | $5,403-99.6% |