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 3-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 | $22,799 | $57,016-60.0% | $84,966-73.2% | $80,856-71.8% |
| Participation rate | 21.8% | 56.3%-34.5pp | 67.5%-45.7pp | 67.6%-45.8pp |
| Annual return | 4.71% | 21.66%-17.0pp | 66.38%-61.7pp | 35.59%-30.9pp |
| Employer contribution / active EE | $515 | $1,798-71.3% | $2,727-81.1% | $2,755-81.3% |
| Participant deferral / active EE | $592 | $3,110-81.0% | $4,519-86.9% | $4,296-86.2% |
| Admin fee / account holder | $210 | $4,980-95.8% | $6,149-96.6% | $6,918-97.0% |