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 5-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 | $7,993 | $27,641-71.1% | $61,373-87.0% | $68,494-88.3% |
| Participation rate | 15.4% | 39.5%-24.1pp | 52.6%-37.2pp | 67.9%-52.5pp |
| Annual return | -23.01% | -13.24%-9.8pp | 338.61%-361.6pp | -7.84%-15.2pp |
| Employer contribution / active EE | $197 | $695-71.7% | $1,159-83.0% | $2,596-92.4% |
| Participant deferral / active EE | $258 | $1,263-79.6% | $2,125-87.9% | $4,027-93.6% |
| Admin fee / account holder | $229 | $2,010-88.6% | $2,130-89.2% | $5,403-95.8% |