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 | $3,614 | $76,738-95.3% | $56,411-93.6% | $145,922-97.5% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | -6.10% | 2994.23%-3000.3pp | 1701.33%-1707.4pp | 561.29%-567.4pp |
| Employer contribution / active EE | $118 | $1,380-91.4% | $1,039-88.6% | $4,660-97.5% |
| Participant deferral / active EE | $118 | $2,623-95.5% | $1,952-93.9% | $6,688-98.2% |
| Admin fee / account holder | $293 | $3,334-91.2% | $2,829-89.6% | $13,397-97.8% |