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 | $35,316 | $95,862-63.2% | $79,550-55.6% | $134,475-73.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -22.97% | -2.69%-20.3pp | 0.16%-23.1pp | 417.96%-440.9pp |
| Employer contribution / active EE | $966 | $3,128-69.1% | $2,413-60.0% | $4,740-79.6% |
| Participant deferral / active EE | $1,012 | $4,693-78.4% | $3,985-74.6% | $6,400-84.2% |
| Admin fee / account holder | $298 | $9,126-96.7% | $6,832-95.6% | $11,426-97.4% |