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 9-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 | $14,233 | $100,852-85.9% | $90,404-84.3% | $158,922-91.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | -49.63% | 1724.20%-1773.8pp | 1293.02%-1342.6pp | 302.83%-352.5pp |
| Employer contribution / active EE | $298 | $3,689-91.9% | $3,262-90.9% | $4,761-93.7% |
| Participant deferral / active EE | $298 | $4,348-93.1% | $3,963-92.5% | $5,982-95.0% |
| Admin fee / account holder | $198 | $6,501-97.0% | $5,611-96.5% | $11,246-98.2% |