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 | $3,824 | $74,888-94.9% | $71,209-94.6% | $142,382-97.3% |
| Participation rate | 21.7% | 76.2%-54.5pp | 73.8%-52.0pp | 80.1%-58.4pp |
| Annual return | 19.06% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $173 | $2,854-93.9% | $2,721-93.6% | $4,299-96.0% |
| Participant deferral / active EE | $173 | $4,454-96.1% | $4,175-95.9% | $6,507-97.3% |
| Admin fee / account holder | $19 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |