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 5-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 | $12,509 | $29,548-57.7% | $56,411-77.8% | $77,643-83.9% |
| Participation rate | 2.3% | 32.7%-30.4pp | 52.5%-50.2pp | 70.6%-68.3pp |
| Annual return | 13.23% | 19.01%-5.8pp | 1701.33%-1688.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $24 | $568-95.7% | $1,039-97.7% | $2,726-99.1% |
| Participant deferral / active EE | $73 | $1,061-93.1% | $1,952-96.2% | $4,647-98.4% |
| Admin fee / account holder | $171 | $1,046-83.6% | $2,829-94.0% | $430-60.3% |