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 | $0 | $63,346-100.0% | $92,233-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 14.29% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $425 | $2,471-82.8% | $3,679-88.4% | $2,342-81.8% |
| Participant deferral / active EE | $918 | $2,854-67.8% | $3,897-76.5% | $3,332-72.5% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |