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 | $33,454 | $98,750-66.1% | $149,696-77.7% | $79,858-58.1% |
| Participation rate | 30.8% | 75.8%-45.0pp | 82.5%-51.7pp | 69.6%-38.9pp |
| Annual return | 16.91% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $424 | $3,216-86.8% | $4,644-90.9% | $2,471-82.8% |
| Participant deferral / active EE | $766 | $5,680-86.5% | $6,842-88.8% | $3,740-79.5% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,309-100.0% | $5,306-99.9% |