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 | $55,066 | $65,365-15.8% | $92,893-40.7% | $72,985-24.6% |
| Participation rate | 55.6% | 68.3%-12.8pp | 76.0%-20.4pp | 69.5%-13.9pp |
| Annual return | 7.37% | 42.10%-34.7pp | 109.41%-102.0pp | 81.00%-73.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,598 | $3,128-17.0% | $4,236-38.7% | $3,607-28.0% |
| Admin fee / account holder | $197 | $4,251-95.4% | $5,794-96.6% | $5,124-96.2% |