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 | $23,258 | $80,717-71.2% | $154,803-85.0% | $84,808-72.6% |
| Participation rate | 13.0% | 66.8%-53.8pp | 78.1%-65.0pp | 68.3%-55.3pp |
| Annual return | 16.15% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $40 | $2,761-98.5% | $4,305-99.1% | $2,631-98.5% |
| Participant deferral / active EE | $234 | $3,303-92.9% | $5,540-95.8% | $4,212-94.4% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |