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 | $27,112 | $176,056-84.6% | $159,436-83.0% | $167,490-83.8% |
| Participation rate | 8.7% | 84.9%-76.2pp | 82.8%-74.1pp | 82.1%-73.4pp |
| Annual return | 19.66% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $26 | $5,297-99.5% | $4,829-99.5% | $4,837-99.5% |
| Participant deferral / active EE | $848 | $7,750-89.1% | $7,352-88.5% | $6,341-86.6% |
| Admin fee / account holder | $96 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |