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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,599 | $75,828-70.2% | $147,614-84.7% | $59,632-62.1% |
| Participation rate | 17.9% | 71.6%-53.7pp | 84.6%-66.8pp | 68.7%-50.8pp |
| Annual return | 1.59% | 0.37%+1.2pp | 61.98%-60.4pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $234 | $3,485-93.3% | $5,564-95.8% | $2,203-89.4% |
| Participant deferral / active EE | $480 | $3,130-84.7% | $4,895-90.2% | $3,192-85.0% |
| Admin fee / account holder | $158 | $5,985-97.4% | $11,611-98.6% | $4,297-96.3% |