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 | $12,684 | $37,117-65.8% | $147,614-91.4% | $55,191-77.0% |
| Participation rate | 5.5% | 63.6%-58.1pp | 84.6%-79.1pp | 69.2%-63.6pp |
| Annual return | -4.50% | 3.44%-7.9pp | 61.98%-66.5pp | 10.78%-15.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $119 | $1,985-94.0% | $4,895-97.6% | $3,046-96.1% |
| Admin fee / account holder | $33 | $86-61.8% | $11,611-99.7% | $91-64.0% |