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 | $24,779 | $95,971-74.2% | $74,550-66.8% | $135,375-81.7% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -9.92% | 56.96%-66.9pp | 32.53%-42.5pp | 519.73%-529.7pp |
| Employer contribution / active EE | $349 | $2,716-87.2% | $1,961-82.2% | $4,779-92.7% |
| Participant deferral / active EE | $355 | $3,843-90.8% | $3,108-88.6% | $5,609-93.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |