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 8-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 | $114,656 | $209,411-45.2% | $178,490-35.8% | $158,922-27.9% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -19.03% | 188.75%-207.8pp | 151.07%-170.1pp | 302.83%-321.9pp |
| Employer contribution / active EE | $1,438 | $5,706-74.8% | $5,011-71.3% | $4,761-69.8% |
| Participant deferral / active EE | $1,438 | $5,954-75.9% | $5,202-72.4% | $5,982-76.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |