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 | $32,707 | $49,177-33.5% | $79,464-58.8% | $64,186-49.0% |
| Participation rate | 35.0% | 65.0%-30.0pp | 73.3%-38.3pp | 69.6%-34.6pp |
| Annual return | -9.42% | -1.16%-8.3pp | 718.14%-727.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $402 | $2,076-80.6% | $2,800-85.6% | $2,381-83.1% |
| Participant deferral / active EE | $655 | $2,821-76.8% | $3,704-82.3% | $3,470-81.1% |
| Admin fee / account holder | $83 | $3,839-97.8% | $5,113-98.4% | $4,888-98.3% |