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 | $31,547 | $81,900-61.5% | $119,609-73.6% | $68,494-53.9% |
| Participation rate | 27.6% | 71.9%-44.3pp | 79.3%-51.7pp | 67.9%-40.3pp |
| Annual return | -13.32% | -23.82%+10.5pp | -14.97%+1.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $140 | $4,148-96.6% | $5,602-97.5% | $4,027-96.5% |
| Admin fee / account holder | $79 | $6,582-98.8% | $10,323-99.2% | $5,403-98.5% |