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 7-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 | $54,230 | $142,344-61.9% | $119,609-54.7% | $134,475-59.7% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -26.50% | -12.44%-14.1pp | -14.97%-11.5pp | 417.96%-444.5pp |
| Employer contribution / active EE | $1,721 | $5,222-67.0% | $4,232-59.3% | $4,740-63.7% |
| Participant deferral / active EE | $1,721 | $6,469-73.4% | $5,602-69.3% | $6,400-73.1% |
| Admin fee / account holder | $241 | $13,584-98.2% | $10,323-97.7% | $11,426-97.9% |