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 | $15,871 | $95,266-83.3% | $82,389-80.7% | $142,382-88.9% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.5%-15.0pp | 80.1%-25.6pp |
| Annual return | 15.62% | 25.74%-10.1pp | 28.67%-13.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $41 | $2,991-98.6% | $2,517-98.4% | $4,299-99.1% |
| Participant deferral / active EE | $969 | $4,809-79.8% | $4,155-76.7% | $6,507-85.1% |
| Admin fee / account holder | $137 | $8,563-98.4% | $7,231-98.1% | $12,624-98.9% |