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 | $6,496 | $22,587-71.2% | $65,255-90.0% | $75,163-91.4% |
| Participation rate | 18.6% | 63.1%-44.5pp | 65.0%-46.4pp | 67.2%-48.6pp |
| Annual return | 11.67% | 71.03%-59.4pp | 47.35%-35.7pp | 160.62%-149.0pp |
| Employer contribution / active EE | $469 | $941-50.2% | $1,691-72.3% | $2,670-82.4% |
| Participant deferral / active EE | $0 | $1,695-100.0% | $2,831-100.0% | $4,125-100.0% |
| Admin fee / account holder | $82 | $1,876-95.6% | $4,112-98.0% | $5,651-98.6% |