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 | $85,324 | $89,753-4.9% | $107,525-20.6% | $84,808+0.6% |
| Participation rate | 19.4% | 68.1%-48.7pp | 75.1%-55.7pp | 68.3%-49.0pp |
| Annual return | 19.62% | 29.48%-9.9pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $621 | $3,113-80.1% | $3,754-83.5% | $2,631-76.4% |
| Participant deferral / active EE | $1,071 | $4,056-73.6% | $5,116-79.1% | $4,212-74.6% |
| Admin fee / account holder | $20 | $7,222-99.7% | $8,919-99.8% | $7,344-99.7% |