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 | $42,151 | $159,602-73.6% | $150,045-71.9% | $142,382-70.4% |
| Participation rate | 13.3% | 84.0%-70.6pp | 82.3%-69.0pp | 80.1%-66.8pp |
| Annual return | 14.47% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $404 | $8,310-95.1% | $7,997-94.9% | $6,507-93.8% |
| Admin fee / account holder | $280 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |