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 | $24,997 | $48,046-48.0% | $84,611-70.5% | $72,985-65.8% |
| Participation rate | 27.9% | 57.6%-29.7pp | 68.2%-40.4pp | 69.5%-41.6pp |
| Annual return | 21.58% | 37.38%-15.8pp | 258.74%-237.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $574 | $2,680-78.6% | $3,899-85.3% | $3,607-84.1% |
| Admin fee / account holder | $113 | $3,395-96.7% | $4,912-97.7% | $5,124-97.8% |