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 | $15,169 | $90,600-83.3% | $79,464-80.9% | $135,375-88.8% |
| Participation rate | 8.3% | 76.0%-67.7pp | 73.3%-65.0pp | 82.6%-74.3pp |
| Annual return | -9.96% | 977.43%-987.4pp | 718.14%-728.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $211 | $3,068-93.1% | $2,800-92.5% | $4,779-95.6% |
| Participant deferral / active EE | $259 | $4,050-93.6% | $3,704-93.0% | $5,609-95.4% |
| Admin fee / account holder | $60 | $5,907-99.0% | $5,113-98.8% | $10,827-99.4% |