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 9-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 | $42,942 | $93,571-54.1% | $135,903-68.4% | $75,163-42.9% |
| Participation rate | 20.5% | 75.2%-54.7pp | 81.9%-61.5pp | 67.2%-46.7pp |
| Annual return | -6.21% | 30.90%-37.1pp | 68.23%-74.4pp | 160.62%-166.8pp |
| Employer contribution / active EE | $860 | $3,537-75.7% | $4,856-82.3% | $2,670-67.8% |
| Participant deferral / active EE | $1,728 | $6,404-73.0% | $7,758-77.7% | $4,125-58.1% |
| Admin fee / account holder | $53 | $6,975-99.2% | $10,762-99.5% | $5,651-99.1% |