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 | $16,003 | $73,867-78.3% | $143,757-88.9% | $68,494-76.6% |
| Participation rate | 31.7% | 66.7%-34.9pp | 80.3%-48.6pp | 67.9%-36.1pp |
| Annual return | -19.36% | 1.01%-20.4pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $462 | $3,184-85.5% | $4,951-90.7% | $2,596-82.2% |
| Participant deferral / active EE | $620 | $3,384-81.7% | $5,637-89.0% | $4,027-84.6% |
| Admin fee / account holder | $53 | $5,755-99.1% | $14,673-99.6% | $5,403-99.0% |