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 9-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 | $81,198 | $84,527-3.9% | $67,711+19.9% | $125,391-35.2% |
| Participation rate | 14.3% | 74.8%-60.5pp | 67.5%-53.2pp | 83.2%-68.9pp |
| Annual return | -3.78% | 2.57%-6.3pp | 25.41%-29.2pp | 282.22%-286.0pp |
| Employer contribution / active EE | $71 | $3,292-97.8% | $2,559-97.2% | $4,866-98.5% |
| Participant deferral / active EE | $249 | $4,429-94.4% | $3,585-93.0% | $5,352-95.3% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |