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 4-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 | $53,507 | $109,327-51.1% | $89,391-40.1% | $158,922-66.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | -23.73% | 345.68%-369.4pp | 245.62%-269.3pp | 302.83%-326.6pp |
| Employer contribution / active EE | $292 | $3,170-90.8% | $2,586-88.7% | $4,761-93.9% |
| Participant deferral / active EE | $528 | $4,598-88.5% | $3,890-86.4% | $5,982-91.2% |
| Admin fee / account holder | $244 | $6,153-96.0% | $4,881-95.0% | $11,246-97.8% |