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 7-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 | $24,996 | $42,894-41.7% | $60,874-58.9% | $68,494-63.5% |
| Participation rate | 8.2% | 66.8%-58.6pp | 73.1%-64.9pp | 67.9%-59.7pp |
| Annual return | -19.51% | -13.98%-5.5pp | 16.90%-36.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $322 | $2,867-88.8% | $3,817-91.6% | $4,027-92.0% |
| Admin fee / account holder | $5 | $3,101-99.8% | $3,224-99.8% | $5,403-99.9% |