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 | $96,489 | $149,734-35.6% | $118,925-18.9% | $158,922-39.3% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | 12.05% | 19.95%-7.9pp | 35.88%-23.8pp | 302.83%-290.8pp |
| Employer contribution / active EE | $362 | $4,115-91.2% | $3,263-88.9% | $4,761-92.4% |
| Participant deferral / active EE | $362 | $5,223-93.1% | $4,265-91.5% | $5,982-94.0% |
| Admin fee / account holder | $30 | $8,603-99.7% | $6,581-99.5% | $11,246-99.7% |