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 | $24,101 | $103,376-76.7% | $87,100-72.3% | $152,861-84.2% |
| Participation rate | 38.5% | 79.3%-40.9pp | 76.9%-38.4pp | 82.4%-44.0pp |
| Annual return | 16.90% | 28.10%-11.2pp | 28.19%-11.3pp | 345.32%-328.4pp |
| Employer contribution / active EE | $151 | $3,220-95.3% | $2,521-94.0% | $4,762-96.8% |
| Participant deferral / active EE | $602 | $4,778-87.4% | $4,049-85.1% | $5,850-89.7% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |