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 | $51,203 | $89,355-42.7% | $141,162-63.7% | $72,985-29.8% |
| Participation rate | 38.7% | 75.1%-36.4pp | 82.5%-43.8pp | 69.5%-30.8pp |
| Annual return | 8.59% | 111.85%-103.3pp | 71.39%-62.8pp | 81.00%-72.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,446 | $5,418-73.3% | $6,709-78.4% | $3,607-59.9% |
| Admin fee / account holder | $4 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |