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 | $38,689 | $159,901-75.8% | $146,958-73.7% | $145,922-73.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 53.54% | 98.13%-44.6pp | 418.34%-364.8pp | 561.29%-507.7pp |
| Employer contribution / active EE | $845 | $5,286-84.0% | $4,933-82.9% | $4,660-81.9% |
| Participant deferral / active EE | $2,382 | $8,428-71.7% | $8,070-70.5% | $6,688-64.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |