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 6-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 | $10,469 | $26,479-60.5% | $74,701-86.0% | $77,787-86.5% |
| Participation rate | 3.2% | 37.6%-34.4pp | 54.5%-51.3pp | 73.2%-70.0pp |
| Annual return | 0.00% | 38.31%-38.3pp | 752.92%-752.9pp | 32.57%-32.6pp |
| Employer contribution / active EE | $14 | $440-96.8% | $1,084-98.7% | $2,504-99.4% |
| Participant deferral / active EE | $27 | $1,074-97.5% | $1,964-98.6% | $3,967-99.3% |
| Admin fee / account holder | $290 | $119+143.5% | $3,333-91.3% | $100+189.6% |