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 | $67,310 | $72,404-7.0% | $110,238-38.9% | $64,186+4.9% |
| Participation rate | 8.1% | 73.3%-65.3pp | 79.8%-71.8pp | 69.6%-61.5pp |
| Annual return | -10.83% | -6.29%-4.5pp | 314.74%-325.6pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $274 | $3,469-92.1% | $4,672-94.1% | $3,470-92.1% |
| Admin fee / account holder | $15 | $5,664-99.7% | $8,547-99.8% | $4,888-99.7% |