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 | $33,506 | $48,230-30.5% | $67,502-50.4% | $80,856-58.6% |
| Participation rate | 5.5% | 66.4%-60.9pp | 72.9%-67.4pp | 67.6%-62.2pp |
| Annual return | 11.94% | 18.28%-6.3pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $148 | $2,020-92.7% | $2,731-94.6% | $2,755-94.6% |
| Participant deferral / active EE | $216 | $2,924-92.6% | $4,000-94.6% | $4,296-95.0% |
| Admin fee / account holder | $245 | $3,681-93.4% | $3,998-93.9% | $6,918-96.5% |