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 | $64,190 | $74,927-14.3% | $101,794-36.9% | $84,808-24.3% |
| Participation rate | 52.9% | 61.4%-8.5pp | 69.2%-16.2pp | 68.3%-15.4pp |
| Annual return | 18.25% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $306 | $1,522-79.9% | $2,289-86.6% | $2,631-88.4% |
| Participant deferral / active EE | $1,249 | $3,099-59.7% | $4,084-69.4% | $4,212-70.3% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |