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 | $161,961 | $98,750+64.0% | $149,696+8.2% | $79,858+102.8% |
| Participation rate | 4.3% | 75.8%-71.4pp | 82.5%-78.1pp | 69.6%-65.3pp |
| Annual return | 38.41% | 27.43%+11.0pp | 276.60%-238.2pp | 31.71%+6.7pp |
| Employer contribution / active EE | $200 | $3,216-93.8% | $4,644-95.7% | $2,471-91.9% |
| Participant deferral / active EE | $848 | $5,680-85.1% | $6,842-87.6% | $3,740-77.3% |
| Admin fee / account holder | $30 | $6,053-99.5% | $9,309-99.7% | $5,306-99.4% |