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 10-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 | $24,470 | $190,805-87.2% | $159,960-84.7% | $134,475-81.8% |
| Participation rate | 58.3% | 81.9%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -21.18% | 552.23%-573.4pp | 408.60%-429.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $874 | $4,995-82.5% | $4,226-79.3% | $4,740-81.6% |
| Participant deferral / active EE | $1,187 | $6,923-82.9% | $6,182-80.8% | $6,400-81.5% |
| Admin fee / account holder | $17 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |