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 8-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 | $34,738 | $81,900-57.6% | $119,609-71.0% | $68,494-49.3% |
| Participation rate | 35.0% | 71.9%-36.9pp | 79.3%-44.3pp | 67.9%-32.9pp |
| Annual return | -20.30% | -23.82%+3.5pp | -14.97%-5.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $927 | $2,693-65.6% | $4,232-78.1% | $2,596-64.3% |
| Participant deferral / active EE | $1,577 | $4,148-62.0% | $5,602-71.9% | $4,027-60.8% |
| Admin fee / account holder | $2 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |