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 | $0 | $71,516-100.0% | $98,439-100.0% | $71,457-100.0% |
| Participation rate | 0.0% | 72.7%-72.7pp | 75.2%-75.2pp | 67.9%-67.9pp |
| Annual return | 41.75% | 32.41%+9.3pp | 21.16%+20.6pp | 28.85%+12.9pp |
| Employer contribution / active EE | $351 | $2,399-85.4% | $3,048-88.5% | $2,588-86.4% |
| Participant deferral / active EE | $665 | $4,109-83.8% | $4,738-86.0% | $4,289-84.5% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |