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 | $50,640 | $64,707-21.7% | $112,228-54.9% | $68,494-26.1% |
| Participation rate | 16.2% | 67.2%-51.0pp | 75.1%-58.9pp | 67.9%-51.7pp |
| Annual return | -23.49% | -11.40%-12.1pp | 27.45%-50.9pp | -7.84%-15.6pp |
| Employer contribution / active EE | $798 | $2,746-70.9% | $3,635-78.0% | $2,596-69.3% |
| Participant deferral / active EE | $1,329 | $3,565-62.7% | $4,728-71.9% | $4,027-67.0% |
| Admin fee / account holder | $21 | $5,232-99.6% | $6,410-99.7% | $5,403-99.6% |