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.
Employer 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 | $18,837 | $97,757-80.7% | $83,848-77.5% | $135,375-86.1% |
| Participation rate | 30.4% | 80.0%-49.5pp | 76.1%-45.7pp | 82.6%-52.2pp |
| Annual return | -9.99% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $685 | $4,222-83.8% | $3,631-81.1% | $4,779-85.7% |
| Participant deferral / active EE | $1,264 | $4,682-73.0% | $4,082-69.0% | $5,609-77.5% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |