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 | $15,818 | $53,516-70.4% | $126,539-87.5% | $84,808-81.3% |
| Participation rate | 14.3% | 58.2%-44.0pp | 69.8%-55.5pp | 68.3%-54.0pp |
| Annual return | 19.89% | 58.34%-38.4pp | 425.95%-406.1pp | 40.90%-21.0pp |
| Employer contribution / active EE | $48 | $1,535-96.9% | $3,674-98.7% | $2,631-98.2% |
| Participant deferral / active EE | $193 | $2,671-92.8% | $4,083-95.3% | $4,212-95.4% |
| Admin fee / account holder | $194 | $4,497-95.7% | $6,065-96.8% | $7,344-97.4% |