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.
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 | $69,763 | $214,378-67.5% | $200,582-65.2% | $142,382-51.0% |
| Participation rate | 52.9% | 87.4%-34.5pp | 86.9%-33.9pp | 80.1%-27.2pp |
| Annual return | 9.07% | 46.41%-37.3pp | 42.33%-33.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,562 | $6,841-77.2% | $6,419-75.7% | $4,299-63.7% |
| Participant deferral / active EE | $2,624 | $9,865-73.4% | $9,331-71.9% | $6,507-59.7% |
| Admin fee / account holder | $273 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |