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 | $83,019 | $109,817-24.4% | $98,442-15.7% | $167,490-50.4% |
| Participation rate | 6.7% | 75.8%-69.2pp | 73.3%-66.7pp | 82.1%-75.4pp |
| Annual return | -0.08% | 1956.69%-1956.8pp | 1492.73%-1492.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $212 | $3,224-93.4% | $2,960-92.8% | $4,837-95.6% |
| Participant deferral / active EE | $212 | $4,673-95.5% | $4,276-95.0% | $6,341-96.7% |
| Admin fee / account holder | $71 | $6,753-98.9% | $5,949-98.8% | $12,309-99.4% |