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 | $31,109 | $95,193-67.3% | $76,523-59.3% | $135,375-77.0% |
| Participation rate | 5.9% | 74.4%-68.5pp | 68.0%-62.1pp | 82.6%-76.8pp |
| Annual return | -13.61% | 4.85%-18.5pp | -0.27%-13.3pp | 519.73%-533.3pp |
| Employer contribution / active EE | $290 | $3,302-91.2% | $2,647-89.1% | $4,779-93.9% |
| Participant deferral / active EE | $290 | $4,639-93.8% | $3,835-92.4% | $5,609-94.8% |
| Admin fee / account holder | $92 | $6,249-98.5% | $4,848-98.1% | $10,827-99.2% |