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 8-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 | $20,595 | $159,901-87.1% | $146,958-86.0% | $145,922-85.9% |
| Participation rate | 6.7% | 84.0%-77.3pp | 82.2%-75.5pp | 80.3%-73.6pp |
| Annual return | 19.21% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $218 | $5,286-95.9% | $4,933-95.6% | $4,660-95.3% |
| Participant deferral / active EE | $646 | $8,428-92.3% | $8,070-92.0% | $6,688-90.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |