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 | $27,756 | $105,126-73.6% | $94,646-70.7% | $139,434-80.1% |
| Participation rate | 43.8% | 82.4%-38.6pp | 80.8%-37.1pp | 80.3%-36.6pp |
| Annual return | 11.53% | 38.03%-26.5pp | 156.71%-145.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $792 | $4,106-80.7% | $3,672-78.4% | $4,751-83.3% |
| Participant deferral / active EE | $1,777 | $7,599-76.6% | $7,418-76.1% | $6,710-73.5% |
| Admin fee / account holder | $262 | $8,984-97.1% | $7,231-96.4% | $11,403-97.7% |