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 | $13,739 | $54,350-74.7% | $82,719-83.4% | $68,494-79.9% |
| Participation rate | 2.9% | 63.9%-61.1pp | 72.6%-69.7pp | 67.9%-65.0pp |
| Annual return | -24.93% | -13.67%-11.3pp | 701.18%-726.1pp | -7.84%-17.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $180 | $3,246-94.5% | $4,395-95.9% | $4,027-95.5% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |