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 | $219,120 | $123,793+77.0% | $177,821+23.2% | $79,858+174.4% |
| Participation rate | 18.5% | 84.7%-66.1pp | 87.7%-69.2pp | 69.6%-51.1pp |
| Annual return | 18.10% | 22.82%-4.7pp | 48.32%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $822 | $4,095-79.9% | $5,918-86.1% | $2,471-66.7% |
| Participant deferral / active EE | $1,690 | $5,956-71.6% | $7,714-78.1% | $3,740-54.8% |
| Admin fee / account holder | $12 | $7,243-99.8% | $12,427-99.9% | $5,306-99.8% |