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 | $35,069 | $43,327-19.1% | $59,878-41.4% | $64,186-45.4% |
| Participation rate | 30.0% | 69.2%-39.2pp | 74.7%-44.7pp | 69.6%-39.6pp |
| Annual return | -7.14% | -1.55%-5.6pp | 3.46%-10.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $290 | $2,028-85.7% | $2,722-89.3% | $2,381-87.8% |
| Participant deferral / active EE | $787 | $2,546-69.1% | $3,402-76.9% | $3,470-77.3% |
| Admin fee / account holder | $231 | $3,005-92.3% | $3,590-93.6% | $4,888-95.3% |