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 | $81,826 | $209,411-60.9% | $178,490-54.2% | $158,922-48.5% |
| Participation rate | 11.1% | 86.3%-75.2pp | 81.9%-70.8pp | 82.0%-70.8pp |
| Annual return | 9.28% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $183 | $5,706-96.8% | $5,011-96.4% | $4,761-96.2% |
| Participant deferral / active EE | $192 | $5,954-96.8% | $5,202-96.3% | $5,982-96.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |