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 | $6,165 | $82,286-92.5% | $68,791-91.0% | $134,475-95.4% |
| Participation rate | 12.5% | 75.1%-62.6pp | 69.0%-56.5pp | 81.2%-68.7pp |
| Annual return | -19.36% | -2.19%-17.2pp | -6.38%-13.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $442 | $4,739-90.7% | $3,941-88.8% | $6,400-93.1% |
| Admin fee / account holder | $24 | $6,481-99.6% | $4,932-99.5% | $11,426-99.8% |