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 9-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 | $41,804 | $175,202-76.1% | $149,673-72.1% | $139,434-70.0% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 13.71% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $192 | $5,474-96.5% | $4,818-96.0% | $4,751-96.0% |
| Participant deferral / active EE | $222 | $6,519-96.6% | $5,680-96.1% | $6,710-96.7% |
| Admin fee / account holder | $186 | $16,150-98.8% | $13,210-98.6% | $11,403-98.4% |