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.
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 | $45,541 | $202,318-77.5% | $172,739-73.6% | $152,861-70.2% |
| Participation rate | 35.0% | 87.1%-52.1pp | 82.6%-47.6pp | 82.4%-47.4pp |
| Annual return | 5.93% | 1029.65%-1023.7pp | 802.84%-796.9pp | 345.32%-339.4pp |
| Employer contribution / active EE | $756 | $5,856-87.1% | $5,143-85.3% | $4,762-84.1% |
| Participant deferral / active EE | $2,110 | $5,948-64.5% | $5,198-59.4% | $5,850-63.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |