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 | $31,319 | $57,354-45.4% | $83,848-62.6% | $64,186-51.2% |
| Participation rate | 30.2% | 68.6%-38.4pp | 76.1%-46.0pp | 69.6%-39.4pp |
| Annual return | -10.61% | 11.38%-22.0pp | 850.88%-861.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,168 | $2,993-61.0% | $4,082-71.4% | $3,470-66.3% |
| Admin fee / account holder | $13 | $4,046-99.7% | $5,478-99.8% | $4,888-99.7% |