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 4-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 | $7,553 | $72,400-89.6% | $67,502-88.8% | $145,922-94.8% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.5pp | 80.3%-46.9pp |
| Annual return | 0.51% | 7182.46%-7182.0pp | 3512.12%-3511.6pp | 561.29%-560.8pp |
| Employer contribution / active EE | $670 | $3,069-78.2% | $2,731-75.5% | $4,660-85.6% |
| Participant deferral / active EE | $670 | $4,783-86.0% | $4,000-83.2% | $6,688-90.0% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |