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 9-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 | $14,766 | $97,044-84.8% | $83,333-82.3% | $135,375-89.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -13.92% | 12.31%-26.2pp | 10.63%-24.6pp | 519.73%-533.7pp |
| Employer contribution / active EE | $907 | $4,143-78.1% | $3,379-73.2% | $4,779-81.0% |
| Participant deferral / active EE | $1,704 | $5,964-71.4% | $5,565-69.4% | $5,609-69.6% |
| Admin fee / account holder | $92 | $8,380-98.9% | $7,510-98.8% | $10,827-99.2% |