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 | $16,261 | $81,625-80.1% | $58,482-72.2% | $139,434-88.3% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | -7.53% | 7404.20%-7411.7pp | 4239.32%-4246.8pp | 372.94%-380.5pp |
| Employer contribution / active EE | $67 | $1,398-95.2% | $1,053-93.7% | $4,751-98.6% |
| Participant deferral / active EE | $133 | $2,557-94.8% | $1,924-93.1% | $6,710-98.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |