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 | $108,270 | $104,907+3.2% | $84,611+28.0% | $152,861-29.2% |
| Participation rate | 6.3% | 74.8%-68.6pp | 68.2%-62.0pp | 82.4%-76.2pp |
| Annual return | 23.26% | 373.79%-350.5pp | 258.74%-235.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $160 | $3,302-95.2% | $2,652-94.0% | $4,762-96.6% |
| Participant deferral / active EE | $407 | $4,688-91.3% | $3,899-89.6% | $5,850-93.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |