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 | $17,413 | $56,357-69.1% | $104,294-83.3% | $68,494-74.6% |
| Participation rate | 28.0% | 63.3%-35.3pp | 73.3%-45.3pp | 67.9%-39.9pp |
| Annual return | -19.64% | -9.19%-10.5pp | 24.61%-44.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $651 | $1,960-66.8% | $3,372-80.7% | $2,596-74.9% |
| Participant deferral / active EE | $991 | $3,077-67.8% | $4,625-78.6% | $4,027-75.4% |
| Admin fee / account holder | $219 | $4,903-95.5% | $7,339-97.0% | $5,403-96.0% |