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 | $25,378 | $71,050-64.3% | $93,606-72.9% | $80,856-68.6% |
| Participation rate | 27.6% | 60.4%-32.8pp | 68.7%-41.1pp | 67.6%-40.1pp |
| Annual return | 13.77% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $360 | $1,564-77.0% | $2,420-85.1% | $2,755-86.9% |
| Participant deferral / active EE | $406 | $4,034-89.9% | $4,411-90.8% | $4,296-90.6% |
| Admin fee / account holder | $182 | $6,945-97.4% | $8,285-97.8% | $6,918-97.4% |