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 9-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 | $36,338 | $183,963-80.2% | $162,163-77.6% | $152,861-76.2% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 58.50% | 150.76%-92.3pp | 115.59%-57.1pp | 345.32%-286.8pp |
| Employer contribution / active EE | $1,046 | $6,371-83.6% | $5,614-81.4% | $4,762-78.0% |
| Participant deferral / active EE | $2,108 | $8,034-73.8% | $7,298-71.1% | $5,850-64.0% |
| Admin fee / account holder | $227 | $13,121-98.3% | $10,843-97.9% | $11,596-98.0% |