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 | $23,546 | $76,738-69.3% | $56,411-58.3% | $145,922-83.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -31.29% | 2994.23%-3025.5pp | 1701.33%-1732.6pp | 561.29%-592.6pp |
| Employer contribution / active EE | $118 | $1,380-91.4% | $1,039-88.6% | $4,660-97.5% |
| Participant deferral / active EE | $147 | $2,623-94.4% | $1,952-92.5% | $6,688-97.8% |
| Admin fee / account holder | $137 | $3,334-95.9% | $2,829-95.2% | $13,397-99.0% |