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 7-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 | $38,166 | $72,400-47.3% | $67,502-43.5% | $145,922-73.8% |
| Participation rate | 30.0% | 76.9%-46.9pp | 72.9%-42.9pp | 80.3%-50.3pp |
| Annual return | -47.18% | 7182.46%-7229.6pp | 3512.12%-3559.3pp | 561.29%-608.5pp |
| Employer contribution / active EE | $583 | $3,069-81.0% | $2,731-78.7% | $4,660-87.5% |
| Participant deferral / active EE | $634 | $4,783-86.7% | $4,000-84.2% | $6,688-90.5% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |