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.
Employer 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 | $49,371 | $25,014+97.4% | $69,647-29.1% | $80,856-38.9% |
| Participation rate | 25.0% | 64.2%-39.2pp | 66.5%-41.5pp | 67.6%-42.6pp |
| Annual return | 11.27% | 19.07%-7.8pp | 100.48%-89.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $175 | $993-82.4% | $1,712-89.8% | $2,755-93.7% |
| Participant deferral / active EE | $1,022 | $1,839-44.5% | $2,886-64.6% | $4,296-76.2% |
| Admin fee / account holder | $204 | $2,488-91.8% | $4,713-95.7% | $6,918-97.1% |