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 | $18,457 | $148,534-87.6% | $135,903-86.4% | $139,434-86.8% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 19.50% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $960 | $5,243-81.7% | $4,856-80.2% | $4,751-79.8% |
| Participant deferral / active EE | $1,453 | $8,100-82.1% | $7,758-81.3% | $6,710-78.3% |
| Admin fee / account holder | $133 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |