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 | $19,311 | $54,350-64.5% | $82,719-76.7% | $68,494-71.8% |
| Participation rate | 5.0% | 63.9%-58.9pp | 72.6%-67.6pp | 67.9%-62.9pp |
| Annual return | -25.82% | -13.67%-12.2pp | 701.18%-727.0pp | -7.84%-18.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $330 | $3,246-89.8% | $4,395-92.5% | $4,027-91.8% |
| Admin fee / account holder | $29 | $4,395-99.3% | $5,329-99.5% | $5,403-99.5% |