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 10-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.
Employer 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 | $168,370 | $135,635+24.1% | $110,238+52.7% | $135,375+24.4% |
| Participation rate | 11.1% | 83.5%-72.3pp | 79.8%-68.7pp | 82.6%-71.5pp |
| Annual return | -8.95% | 513.19%-522.1pp | 314.74%-323.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $81 | $4,906-98.4% | $3,826-97.9% | $4,779-98.3% |
| Participant deferral / active EE | $1,719 | $5,506-68.8% | $4,672-63.2% | $5,609-69.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |