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 5-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 | $14,276 | $60,022-76.2% | $88,946-83.9% | $84,808-83.2% |
| Participation rate | 3.8% | 57.8%-54.0pp | 68.8%-65.0pp | 68.3%-64.5pp |
| Annual return | 13.19% | 22.43%-9.2pp | 57.82%-44.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12 | $3,114-99.6% | $4,581-99.7% | $4,212-99.7% |
| Admin fee / account holder | $100 | $4,811-97.9% | $8,261-98.8% | $7,344-98.6% |