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 | $40,087 | $159,901-74.9% | $146,958-72.7% | $145,922-72.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.05% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $901 | $5,286-82.9% | $4,933-81.7% | $4,660-80.7% |
| Participant deferral / active EE | $1,926 | $8,428-77.1% | $8,070-76.1% | $6,688-71.2% |
| Admin fee / account holder | $159 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |