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 | $10,792 | $54,350-80.1% | $82,719-87.0% | $68,494-84.2% |
| Participation rate | 25.0% | 63.9%-38.9pp | 72.6%-47.6pp | 67.9%-42.9pp |
| Annual return | -16.14% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $229 | $2,218-89.7% | $3,009-92.4% | $2,596-91.2% |
| Participant deferral / active EE | $534 | $3,246-83.6% | $4,395-87.9% | $4,027-86.7% |
| Admin fee / account holder | $125 | $4,395-97.2% | $5,329-97.7% | $5,403-97.7% |