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 6-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 | $3,084 | $29,660-89.6% | $56,411-94.5% | $80,856-96.2% |
| Participation rate | 4.3% | 41.6%-37.3pp | 52.5%-48.1pp | 67.6%-63.3pp |
| Annual return | 2.46% | 35.23%-32.8pp | 1701.33%-1698.9pp | 35.59%-33.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $44 | $1,226-96.4% | $1,952-97.7% | $4,296-99.0% |
| Admin fee / account holder | $69 | $2,428-97.2% | $2,829-97.6% | $6,918-99.0% |