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 | $73,878 | $77,314-4.4% | $177,989-58.5% | $80,856-8.6% |
| Participation rate | 29.3% | 65.7%-36.4pp | 77.1%-47.7pp | 67.6%-38.3pp |
| Annual return | 12.45% | 18.09%-5.6pp | 294.48%-282.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $97 | $2,292-95.8% | $3,949-97.5% | $2,755-96.5% |
| Participant deferral / active EE | $1,089 | $4,411-75.3% | $6,276-82.7% | $4,296-74.7% |
| Admin fee / account holder | $146 | $7,191-98.0% | $10,363-98.6% | $6,918-97.9% |