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 5-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 | $38,841 | $46,674-16.8% | $117,472-66.9% | $68,494-43.3% |
| Participation rate | 21.2% | 56.8%-35.6pp | 70.6%-49.4pp | 67.9%-46.7pp |
| Annual return | -31.19% | -14.52%-16.7pp | 29.74%-60.9pp | -7.84%-23.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $835 | $2,636-68.3% | $4,070-79.5% | $4,027-79.3% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |