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 | $57,805 | $176,812-67.3% | $146,665-60.6% | $167,490-65.5% |
| Participation rate | 47.1% | 83.6%-36.6pp | 80.1%-33.0pp | 82.1%-35.0pp |
| Annual return | 13.49% | 24.03%-10.5pp | 22.74%-9.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $462 | $5,160-91.1% | $4,136-88.8% | $4,837-90.5% |
| Participant deferral / active EE | $956 | $6,440-85.2% | $5,506-82.6% | $6,341-84.9% |
| Admin fee / account holder | $287 | $13,259-97.8% | $10,280-97.2% | $12,309-97.7% |