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 | $24,632 | $64,707-61.9% | $112,228-78.1% | $68,494-64.0% |
| Participation rate | 21.6% | 67.2%-45.5pp | 75.1%-53.4pp | 67.9%-46.3pp |
| Annual return | -15.90% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $466 | $2,746-83.0% | $3,635-87.2% | $2,596-82.0% |
| Participant deferral / active EE | $838 | $3,565-76.5% | $4,728-82.3% | $4,027-79.2% |
| Admin fee / account holder | $33 | $5,232-99.4% | $6,410-99.5% | $5,403-99.4% |