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 8-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 | $105,672 | $82,664+27.8% | $125,339-15.7% | $68,494+54.3% |
| Participation rate | 14.8% | 75.0%-60.2pp | 82.4%-67.6pp | 67.9%-53.1pp |
| Annual return | -26.02% | -5.97%-20.1pp | 572.05%-598.1pp | -7.84%-18.2pp |
| Employer contribution / active EE | $1,437 | $3,381-57.5% | $4,814-70.2% | $2,596-44.7% |
| Participant deferral / active EE | $2,459 | $6,110-59.8% | $7,446-67.0% | $4,027-38.9% |
| Admin fee / account holder | $12 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |