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 | $19,329 | $82,664-76.6% | $125,339-84.6% | $68,494-71.8% |
| Participation rate | 30.8% | 75.0%-44.3pp | 82.4%-51.6pp | 67.9%-37.1pp |
| Annual return | -26.48% | -5.97%-20.5pp | 572.05%-598.5pp | -7.84%-18.6pp |
| Employer contribution / active EE | $1,010 | $3,381-70.1% | $4,814-79.0% | $2,596-61.1% |
| Participant deferral / active EE | $2,251 | $6,110-63.2% | $7,446-69.8% | $4,027-44.1% |
| Admin fee / account holder | $136 | $6,275-97.8% | $10,010-98.6% | $5,403-97.5% |