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 | $21,737 | $73,867-70.6% | $143,757-84.9% | $68,494-68.3% |
| Participation rate | 32.8% | 66.7%-33.8pp | 80.3%-47.5pp | 67.9%-35.1pp |
| Annual return | -19.42% | 1.01%-20.4pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $793 | $3,184-75.1% | $4,951-84.0% | $2,596-69.5% |
| Participant deferral / active EE | $216 | $3,384-93.6% | $5,637-96.2% | $4,027-94.6% |
| Admin fee / account holder | $130 | $5,755-97.7% | $14,673-99.1% | $5,403-97.6% |