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 | $42,782 | $108,919-60.7% | $100,391-57.4% | $145,922-70.7% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | -9.56% | 57.88%-67.4pp | 49.20%-58.8pp | 561.29%-570.8pp |
| Employer contribution / active EE | $811 | $4,419-81.6% | $3,942-79.4% | $4,660-82.6% |
| Participant deferral / active EE | $1,300 | $8,445-84.6% | $8,082-83.9% | $6,688-80.6% |
| Admin fee / account holder | $3 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |