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 | $52,420 | $124,185-57.8% | $108,410-51.6% | $167,490-68.7% |
| Participation rate | 56.3% | 82.3%-26.0pp | 80.1%-23.9pp | 82.1%-25.9pp |
| Annual return | 11.97% | 1379.64%-1367.7pp | 905.27%-893.3pp | 478.56%-466.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,118 | $6,908-83.8% | $6,563-83.0% | $6,341-82.4% |
| Admin fee / account holder | $260 | $9,455-97.2% | $7,295-96.4% | $12,309-97.9% |