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 6-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 | $9,694 | $74,888-87.1% | $71,209-86.4% | $142,382-93.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 19.84% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $267 | $2,854-90.7% | $2,721-90.2% | $4,299-93.8% |
| Participant deferral / active EE | $355 | $4,454-92.0% | $4,175-91.5% | $6,507-94.5% |
| Admin fee / account holder | $90 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |