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 3-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 | $18,978 | $183,519-89.7% | $155,509-87.8% | $145,922-87.0% |
| Participation rate | 60.9% | 82.7%-21.8pp | 78.2%-17.3pp | 80.3%-19.4pp |
| Annual return | 13.25% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $652 | $5,313-87.7% | $4,672-86.0% | $4,660-86.0% |
| Participant deferral / active EE | $1,233 | $6,462-80.9% | $5,626-78.1% | $6,688-81.6% |
| Admin fee / account holder | $164 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |