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 | $22,490 | $100,754-77.7% | $86,677-74.1% | $134,475-83.3% |
| Participation rate | 53.3% | 78.9%-25.6pp | 76.6%-23.2pp | 81.2%-27.9pp |
| Annual return | -20.50% | 29.04%-49.5pp | 35.91%-56.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,603 | $5,338-70.0% | $4,656-65.6% | $6,400-75.0% |
| Admin fee / account holder | $8 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |