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 | $11,378 | $82,286-86.2% | $68,791-83.5% | $134,475-91.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -22.11% | -2.19%-19.9pp | -6.38%-15.7pp | 417.96%-440.1pp |
| Employer contribution / active EE | $693 | $3,301-79.0% | $2,655-73.9% | $4,740-85.4% |
| Participant deferral / active EE | $693 | $4,739-85.4% | $3,941-82.4% | $6,400-89.2% |
| Admin fee / account holder | $93 | $6,481-98.6% | $4,932-98.1% | $11,426-99.2% |