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 9-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 | $31,779 | $65,409-51.4% | $98,442-67.7% | $85,850-63.0% |
| Participation rate | 51.6% | 65.0%-13.4pp | 73.3%-21.7pp | 69.3%-17.7pp |
| Annual return | 11.19% | 21.76%-10.6pp | 1492.73%-1481.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $3,458 | $2,168+59.5% | $2,960+16.8% | $2,565+34.8% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $162 | $4,593-96.5% | $5,949-97.3% | $6,260-97.4% |