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 | $37,813 | $152,587-75.2% | $125,175-69.8% | $152,861-75.3% |
| Participation rate | 58.3% | 83.3%-25.0pp | 79.8%-21.4pp | 82.4%-24.1pp |
| Annual return | 25.32% | 54.84%-29.5pp | 43.79%-18.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $232 | $4,946-95.3% | $3,865-94.0% | $4,762-95.1% |
| Participant deferral / active EE | $1,521 | $5,868-74.1% | $4,937-69.2% | $5,850-74.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |