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 | $10,736 | $57,016-81.2% | $84,966-87.4% | $80,856-86.7% |
| Participation rate | 19.4% | 56.3%-37.0pp | 67.5%-48.1pp | 67.6%-48.3pp |
| Annual return | 12.14% | 21.66%-9.5pp | 66.38%-54.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $196 | $1,798-89.1% | $2,727-92.8% | $2,755-92.9% |
| Participant deferral / active EE | $277 | $3,110-91.1% | $4,519-93.9% | $4,296-93.6% |
| Admin fee / account holder | $89 | $4,980-98.2% | $6,149-98.6% | $6,918-98.7% |