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 | $20,535 | $56,054-63.4% | $171,082-88.0% | $62,891-67.3% |
| Participation rate | 19.4% | 62.9%-43.5pp | 76.7%-57.3pp | 69.3%-50.0pp |
| Annual return | 12.48% | 22.52%-10.0pp | 32.56%-20.1pp | 20.14%-7.7pp |
| Employer contribution / active EE | $77 | $1,731-95.6% | $4,002-98.1% | $2,281-96.6% |
| Participant deferral / active EE | $445 | $3,158-85.9% | $4,797-90.7% | $3,203-86.1% |
| Admin fee / account holder | $55 | $3,647-98.5% | $8,520-99.4% | $4,296-98.7% |