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 | $40,346 | $108,642-62.9% | $74,701-46.0% | $152,861-73.6% |
| Participation rate | 20.0% | 65.3%-45.3pp | 54.5%-34.5pp | 82.4%-62.4pp |
| Annual return | -13.14% | 114.06%-127.2pp | 752.92%-766.1pp | 345.32%-358.5pp |
| Employer contribution / active EE | $4 | $1,503-99.7% | $1,084-99.6% | $4,762-99.9% |
| Participant deferral / active EE | $10 | $2,712-99.6% | $1,964-99.5% | $5,850-99.8% |
| Admin fee / account holder | $114 | $4,902-97.7% | $3,333-96.6% | $11,596-99.0% |