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 | $92,233 | $53,127+73.6% | $86,590+6.5% | $70,131+31.5% |
| Participation rate | 7.9% | 65.3%-57.4pp | 73.5%-65.7pp | 69.5%-61.7pp |
| Annual return | 18.28% | 27.66%-9.4pp | 964.84%-946.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $90 | $2,068-95.6% | $2,839-96.8% | $2,342-96.1% |
| Participant deferral / active EE | $429 | $2,696-84.1% | $3,609-88.1% | $3,332-87.1% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |