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 | $34,182 | $106,515-67.9% | $96,683-64.6% | $139,434-75.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 10.81% | 38.43%-27.6pp | 35.69%-24.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $949 | $4,103-76.9% | $3,737-74.6% | $4,751-80.0% |
| Participant deferral / active EE | $1,176 | $5,454-78.4% | $4,878-75.9% | $6,710-82.5% |
| Admin fee / account holder | $283 | $7,877-96.4% | $6,730-95.8% | $11,403-97.5% |