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.
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 | $69,575 | $118,680-41.4% | $98,907-29.7% | $158,922-56.2% |
| Participation rate | 38.1% | 77.8%-39.7pp | 76.0%-37.9pp | 82.0%-43.9pp |
| Annual return | 14.13% | 372.35%-358.2pp | 196.43%-182.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $240 | $5,088-95.3% | $4,244-94.3% | $5,982-96.0% |
| Admin fee / account holder | $203 | $10,131-98.0% | $6,642-96.9% | $11,246-98.2% |