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 | $30,160 | $78,705-61.7% | $117,854-74.4% | $70,131-57.0% |
| Participation rate | 67.6% | 73.2%-5.5pp | 79.7%-12.0pp | 69.5%-1.9pp |
| Annual return | 17.70% | 23.30%-5.6pp | 335.08%-317.4pp | 73.14%-55.4pp |
| Employer contribution / active EE | $338 | $2,223-84.8% | $3,786-91.1% | $2,342-85.6% |
| Participant deferral / active EE | $867 | $3,297-73.7% | $4,482-80.7% | $3,332-74.0% |
| Admin fee / account holder | $185 | $5,065-96.3% | $8,020-97.7% | $4,645-96.0% |