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 | $92,743 | $93,571-0.9% | $135,903-31.8% | $75,163+23.4% |
| Participation rate | 48.0% | 75.2%-27.2pp | 81.9%-33.9pp | 67.2%-19.2pp |
| Annual return | 11.37% | 30.90%-19.5pp | 68.23%-56.9pp | 160.62%-149.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,177 | $6,404-66.0% | $7,758-71.9% | $4,125-47.2% |
| Admin fee / account holder | $19 | $6,975-99.7% | $10,762-99.8% | $5,651-99.7% |