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 5-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 | $15,064 | $100,773-85.1% | $88,946-83.1% | $142,382-89.4% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.8%-23.4pp | 80.1%-34.7pp |
| Annual return | -90.18% | 70.18%-160.4pp | 57.82%-148.0pp | 217.08%-307.3pp |
| Employer contribution / active EE | $367 | $2,918-87.4% | $2,555-85.6% | $4,299-91.5% |
| Participant deferral / active EE | $451 | $5,230-91.4% | $4,581-90.2% | $6,507-93.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |