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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,900-100.0% | $119,609-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 71.9%-71.9pp | 79.3%-79.3pp | 67.9%-67.9pp |
| Annual return | -12.84% | -23.82%+11.0pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,352 | $2,693-49.8% | $4,232-68.1% | $2,596-47.9% |
| Participant deferral / active EE | $1,712 | $4,148-58.7% | $5,602-69.4% | $4,027-57.5% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |