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 | $16,271 | $55,415-70.6% | $155,509-89.5% | $74,495-78.2% |
| Participation rate | 9.1% | 61.9%-52.8pp | 78.2%-69.1pp | 67.2%-58.1pp |
| Annual return | 60.71% | 268.50%-207.8pp | 64.67%-4.0pp | 1364.94%-1304.2pp |
| Employer contribution / active EE | $71 | $2,267-96.9% | $4,672-98.5% | $2,623-97.3% |
| Participant deferral / active EE | $199 | $2,836-93.0% | $5,626-96.5% | $4,346-95.4% |
| Admin fee / account holder | $189 | $1,738-89.1% | $15,912-98.8% | $1,942-90.3% |