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 | $22,865 | $58,927-61.2% | $76,817-70.2% | $72,985-68.7% |
| Participation rate | 0.0% | 67.3%-67.3pp | 72.1%-72.1pp | 69.5%-69.5pp |
| Annual return | 27.31% | 2305.64%-2278.3pp | 1166.11%-1138.8pp | 81.00%-53.7pp |
| Employer contribution / active EE | $45 | $1,787-97.5% | $2,302-98.1% | $2,440-98.2% |
| Participant deferral / active EE | $45 | $2,690-98.3% | $3,336-98.7% | $3,607-98.8% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |