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 | $31,470 | $57,354-45.1% | $83,848-62.5% | $64,186-51.0% |
| Participation rate | 29.6% | 68.6%-39.0pp | 76.1%-46.5pp | 69.6%-39.9pp |
| Annual return | -8.86% | 11.38%-20.2pp | 850.88%-859.7pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,027 | $2,993-65.7% | $4,082-74.8% | $3,470-70.4% |
| Admin fee / account holder | $138 | $4,046-96.6% | $5,478-97.5% | $4,888-97.2% |