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 9-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 | $90,712 | $102,828-11.8% | $105,387-13.9% | $152,861-40.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 23.53% | 20.85%+2.7pp | 26.82%-3.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $24 | $4,473-99.5% | $4,213-99.4% | $4,762-99.5% |
| Participant deferral / active EE | $139 | $5,465-97.5% | $5,502-97.5% | $5,850-97.6% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |