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 8-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 | $31,047 | $138,065-77.5% | $123,544-74.9% | $135,375-77.1% |
| Participation rate | 17.6% | 84.7%-67.1pp | 82.3%-64.6pp | 82.6%-65.0pp |
| Annual return | -11.66% | 153.68%-165.3pp | 119.20%-130.9pp | 519.73%-531.4pp |
| Employer contribution / active EE | $636 | $5,151-87.7% | $4,628-86.3% | $4,779-86.7% |
| Participant deferral / active EE | $2,516 | $6,799-63.0% | $6,426-60.9% | $5,609-55.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |