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 | $15,339 | $91,190-83.2% | $178,490-91.4% | $79,858-80.8% |
| Participation rate | 10.8% | 69.2%-58.4pp | 81.9%-71.1pp | 69.6%-58.8pp |
| Annual return | 20.27% | 24.19%-3.9pp | 151.07%-130.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $500 | $3,236-84.6% | $5,202-90.4% | $3,740-86.6% |
| Admin fee / account holder | $137 | $6,751-98.0% | $13,984-99.0% | $5,306-97.4% |