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 | $23,720 | $117,841-79.9% | $102,423-76.8% | $145,922-83.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 11.69% | 31.65%-20.0pp | 29.32%-17.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $297 | $3,615-91.8% | $3,023-90.2% | $4,660-93.6% |
| Participant deferral / active EE | $706 | $5,731-87.7% | $5,053-86.0% | $6,688-89.4% |
| Admin fee / account holder | $275 | $13,326-97.9% | $9,451-97.1% | $13,397-98.0% |