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 | $124,747 | $150,440-17.1% | $136,294-8.5% | $147,584-15.5% |
| Participation rate | 11.1% | 84.4%-73.3pp | 81.9%-70.8pp | 82.8%-71.7pp |
| Annual return | -17.68% | 1049.08%-1066.8pp | 5155.94%-5173.6pp | 578.55%-596.2pp |
| Employer contribution / active EE | $930 | $5,256-82.3% | $4,695-80.2% | $4,876-80.9% |
| Participant deferral / active EE | $2,000 | $6,630-69.8% | $6,247-68.0% | $5,439-63.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |