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 3-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 | $9,121 | $25,014-63.5% | $69,647-86.9% | $80,856-88.7% |
| Participation rate | 6.0% | 64.2%-58.2pp | 66.5%-60.5pp | 67.6%-61.6pp |
| Annual return | 15.00% | 19.07%-4.1pp | 100.48%-85.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $146 | $993-85.3% | $1,712-91.5% | $2,755-94.7% |
| Participant deferral / active EE | $146 | $1,839-92.1% | $2,886-94.9% | $4,296-96.6% |
| Admin fee / account holder | $43 | $2,488-98.3% | $4,713-99.1% | $6,918-99.4% |