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 | $71,825 | $62,586+14.8% | $76,768-6.4% | $64,186+11.9% |
| Participation rate | 45.2% | 72.8%-27.7pp | 77.0%-31.8pp | 69.6%-24.4pp |
| Annual return | -11.18% | -1.95%-9.2pp | 2.43%-13.6pp | 7.63%-18.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,226 | $3,145-61.0% | $3,852-68.2% | $3,470-64.7% |
| Admin fee / account holder | $68 | $4,667-98.5% | $6,675-99.0% | $4,888-98.6% |