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 7-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 | $11,529 | $73,867-84.4% | $143,757-92.0% | $68,494-83.2% |
| Participation rate | 11.1% | 66.7%-55.5pp | 80.3%-69.2pp | 67.9%-56.8pp |
| Annual return | -14.85% | 1.01%-15.9pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $133 | $3,184-95.8% | $4,951-97.3% | $2,596-94.9% |
| Participant deferral / active EE | $244 | $3,384-92.8% | $5,637-95.7% | $4,027-93.9% |
| Admin fee / account holder | $166 | $5,755-97.1% | $14,673-98.9% | $5,403-96.9% |