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 | $18,093 | $54,726-66.9% | $68,793-73.7% | $64,186-71.8% |
| Participation rate | 27.3% | 68.0%-40.8pp | 72.2%-45.0pp | 69.6%-42.3pp |
| Annual return | -9.20% | -1.62%-7.6pp | -4.63%-4.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $518 | $1,846-71.9% | $2,625-80.3% | $2,381-78.2% |
| Participant deferral / active EE | $919 | $2,626-65.0% | $3,311-72.2% | $3,470-73.5% |
| Admin fee / account holder | $31 | $4,027-99.2% | $5,131-99.4% | $4,888-99.4% |