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 | $26,652 | $78,694-66.1% | $67,652-60.6% | $125,391-78.7% |
| Participation rate | 35.7% | 78.8%-43.1pp | 75.7%-39.9pp | 83.2%-47.5pp |
| Annual return | -6.57% | 9.46%-16.0pp | 6625.04%-6631.6pp | 282.22%-288.8pp |
| Employer contribution / active EE | $660 | $3,044-78.3% | $2,266-70.9% | $4,866-86.4% |
| Participant deferral / active EE | $1,049 | $4,292-75.6% | $3,560-70.5% | $5,352-80.4% |
| Admin fee / account holder | $20 | $7,403-99.7% | $4,821-99.6% | $9,540-99.8% |