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 | $79,251 | $214,378-63.0% | $200,582-60.5% | $142,382-44.3% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 8.99% | 46.41%-37.4pp | 42.33%-33.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,499 | $6,841-78.1% | $6,419-76.6% | $4,299-65.1% |
| Participant deferral / active EE | $1,844 | $9,865-81.3% | $9,331-80.2% | $6,507-71.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |