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 | $23,811 | $77,813-69.4% | $123,544-80.7% | $64,186-62.9% |
| Participation rate | 20.0% | 74.7%-54.7pp | 82.3%-62.3pp | 69.6%-49.6pp |
| Annual return | -12.66% | 12.48%-25.1pp | 119.20%-131.9pp | 7.63%-20.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,274 | $5,240-75.7% | $6,426-80.2% | $3,470-63.3% |
| Admin fee / account holder | $15 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |