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 | $0 | $70,475-100.0% | $100,516-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 79.4%-79.4pp | 69.6%-69.6pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,533 | $5,181-70.4% | $6,270-75.6% | $3,740-59.0% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |