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 | $21,582 | $56,484-61.8% | $169,463-87.3% | $64,186-66.4% |
| Participation rate | 16.7% | 64.5%-47.9pp | 77.8%-61.1pp | 69.6%-52.9pp |
| Annual return | -13.76% | -1.55%-12.2pp | 1.83%-15.6pp | 7.63%-21.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $532 | $3,448-84.6% | $5,277-89.9% | $3,470-84.7% |
| Admin fee / account holder | $28 | $4,174-99.3% | $9,109-99.7% | $4,888-99.4% |