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 | $34,891 | $42,548-18.0% | $74,550-53.2% | $56,287-38.0% |
| Participation rate | 21.0% | 60.5%-39.5pp | 69.1%-48.1pp | 69.9%-48.9pp |
| Annual return | -9.65% | 12.40%-22.0pp | 32.53%-42.2pp | -9.96%+0.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $813 | $2,277-64.3% | $3,108-73.8% | $3,350-75.7% |
| Admin fee / account holder | $16 | $467-96.6% | $5,060-99.7% | $521-96.9% |