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 | $37,429 | $148,534-74.8% | $135,903-72.5% | $139,434-73.2% |
| Participation rate | 29.4% | 83.9%-54.4pp | 81.9%-52.5pp | 80.3%-50.9pp |
| Annual return | 14.46% | 79.19%-64.7pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $783 | $5,243-85.1% | $4,856-83.9% | $4,751-83.5% |
| Participant deferral / active EE | $1,868 | $8,100-76.9% | $7,758-75.9% | $6,710-72.2% |
| Admin fee / account holder | $2 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |