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 | $86,419 | $91,190-5.2% | $178,490-51.6% | $79,858+8.2% |
| Participation rate | 36.2% | 69.2%-33.0pp | 81.9%-45.7pp | 69.6%-33.4pp |
| Annual return | 10.38% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $797 | $3,236-75.4% | $5,202-84.7% | $3,740-78.7% |
| Admin fee / account holder | $122 | $6,751-98.2% | $13,984-99.1% | $5,306-97.7% |