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 | $20,732 | $56,053-63.0% | $75,972-72.7% | $80,856-74.4% |
| Participation rate | 40.3% | 62.0%-21.7pp | 69.1%-28.7pp | 67.6%-27.3pp |
| Annual return | 16.77% | 20.53%-3.8pp | 359.55%-342.8pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $547 | $3,052-82.1% | $4,255-87.1% | $4,296-87.3% |
| Admin fee / account holder | $222 | $5,234-95.8% | $6,467-96.6% | $6,918-96.8% |