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 4-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 | $25,182 | $78,926-68.1% | $136,749-81.6% | $84,808-70.3% |
| Participation rate | 10.0% | 62.2%-52.2pp | 72.1%-62.1pp | 68.3%-58.3pp |
| Annual return | 22.32% | 18.17%+4.1pp | 24.33%-2.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $238 | $2,134-88.9% | $3,400-93.0% | $2,631-91.0% |
| Participant deferral / active EE | $391 | $3,168-87.7% | $4,692-91.7% | $4,212-90.7% |
| Admin fee / account holder | $49 | $6,369-99.2% | $11,386-99.6% | $7,344-99.3% |