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 6-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 | $3,263 | $30,400-89.3% | $53,898-93.9% | $84,808-96.2% |
| Participation rate | 2.0% | 46.4%-44.5pp | 55.0%-53.0pp | 68.3%-66.4pp |
| Annual return | 4.18% | 500.19%-496.0pp | 528.60%-524.4pp | 40.90%-36.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2 | $1,199-99.8% | $1,826-99.9% | $4,212-100.0% |
| Admin fee / account holder | $108 | $1,993-94.6% | $2,491-95.7% | $7,344-98.5% |