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 | $26,267 | $72,404-63.7% | $110,238-76.2% | $64,186-59.1% |
| Participation rate | 13.8% | 73.3%-59.5pp | 79.8%-66.0pp | 69.6%-55.8pp |
| Annual return | -11.49% | -6.29%-5.2pp | 314.74%-326.2pp | 7.63%-19.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,757 | $3,469-49.4% | $4,672-62.4% | $3,470-49.4% |
| Admin fee / account holder | $163 | $5,664-97.1% | $8,547-98.1% | $4,888-96.7% |