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 | $46,760 | $72,492-35.5% | $87,100-46.3% | $72,985-35.9% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.7pp |
| Annual return | 4.03% | 24.46%-20.4pp | 28.19%-24.2pp | 81.00%-77.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,071 | $3,270-67.2% | $4,049-73.5% | $3,607-70.3% |
| Admin fee / account holder | $103 | $5,055-98.0% | $7,497-98.6% | $5,124-98.0% |