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 5-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 | $21,457 | $57,016-62.4% | $84,966-74.7% | $80,856-73.5% |
| Participation rate | 8.5% | 56.3%-47.9pp | 67.5%-59.0pp | 67.6%-59.2pp |
| Annual return | 18.43% | 21.66%-3.2pp | 66.38%-48.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $71 | $1,798-96.1% | $2,727-97.4% | $2,755-97.4% |
| Participant deferral / active EE | $183 | $3,110-94.1% | $4,519-95.9% | $4,296-95.7% |
| Admin fee / account holder | $215 | $4,980-95.7% | $6,149-96.5% | $6,918-96.9% |