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 4-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 | $6,541 | $29,660-77.9% | $56,411-88.4% | $80,856-91.9% |
| Participation rate | 2.9% | 41.6%-38.7pp | 52.5%-49.5pp | 67.6%-64.7pp |
| Annual return | 16.56% | 35.23%-18.7pp | 1701.33%-1684.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $225 | $1,226-81.6% | $1,952-88.5% | $4,296-94.8% |
| Admin fee / account holder | $29 | $2,428-98.8% | $2,829-99.0% | $6,918-99.6% |