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 | $11,634 | $100,852-88.5% | $90,404-87.1% | $158,922-92.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -0.21% | 1724.20%-1724.4pp | 1293.02%-1293.2pp | 302.83%-303.0pp |
| Employer contribution / active EE | $515 | $3,689-86.0% | $3,262-84.2% | $4,761-89.2% |
| Participant deferral / active EE | $736 | $4,348-83.1% | $3,963-81.4% | $5,982-87.7% |
| Admin fee / account holder | $53 | $6,501-99.2% | $5,611-99.1% | $11,246-99.5% |