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 7-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 | $29,114 | $59,805-51.3% | $79,550-63.4% | $68,494-57.5% |
| Participation rate | 21.4% | 61.1%-39.6pp | 69.5%-48.1pp | 67.9%-46.5pp |
| Annual return | -19.32% | -12.30%-7.0pp | 0.16%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $234 | $1,505-84.5% | $2,413-90.3% | $2,596-91.0% |
| Participant deferral / active EE | $563 | $3,024-81.4% | $3,985-85.9% | $4,027-86.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |