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 | $23,647 | $77,813-69.6% | $123,544-80.9% | $64,186-63.2% |
| Participation rate | 32.1% | 74.7%-42.6pp | 82.3%-50.2pp | 69.6%-37.5pp |
| Annual return | -13.79% | 12.48%-26.3pp | 119.20%-133.0pp | 7.63%-21.4pp |
| Employer contribution / active EE | $915 | $3,014-69.6% | $4,628-80.2% | $2,381-61.6% |
| Participant deferral / active EE | $1,856 | $5,240-64.6% | $6,426-71.1% | $3,470-46.5% |
| Admin fee / account holder | $206 | $5,519-96.3% | $9,284-97.8% | $4,888-95.8% |