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 | $33,966 | $72,277-53.0% | $101,248-66.5% | $79,858-57.5% |
| Participation rate | 16.7% | 68.5%-51.8pp | 75.8%-59.1pp | 69.6%-53.0pp |
| Annual return | 13.51% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $137 | $2,692-94.9% | $3,660-96.3% | $2,471-94.5% |
| Participant deferral / active EE | $463 | $3,282-85.9% | $4,370-89.4% | $3,740-87.6% |
| Admin fee / account holder | $75 | $4,400-98.3% | $5,945-98.7% | $5,306-98.6% |