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 6-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 | $0 | $86,655-100.0% | $119,609-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 79.3%-79.3pp | 69.8%-69.8pp |
| Annual return | -22.51% | -8.00%-14.5pp | -14.97%-7.5pp | 1.58%-24.1pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,418 | $4,358-67.5% | $5,602-74.7% | $4,237-66.5% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |