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 | $42,354 | $111,724-62.1% | $93,606-54.8% | $145,922-71.0% |
| Participation rate | 11.1% | 74.2%-63.1pp | 68.7%-57.6pp | 80.3%-69.2pp |
| Annual return | 11.08% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $278 | $3,090-91.0% | $2,420-88.5% | $4,660-94.0% |
| Participant deferral / active EE | $278 | $4,912-94.3% | $4,411-93.7% | $6,688-95.8% |
| Admin fee / account holder | $30 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |