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 | $66,655 | $95,862-30.5% | $79,550-16.2% | $134,475-50.4% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -39.63% | -2.69%-36.9pp | 0.16%-39.8pp | 417.96%-457.6pp |
| Employer contribution / active EE | $656 | $3,128-79.0% | $2,413-72.8% | $4,740-86.2% |
| Participant deferral / active EE | $820 | $4,693-82.5% | $3,985-79.4% | $6,400-87.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |