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 4-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 | $19,112 | $114,381-83.3% | $107,525-82.2% | $142,382-86.6% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.1%-45.7pp | 80.1%-50.7pp |
| Annual return | 16.62% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $618 | $4,015-84.6% | $3,754-83.5% | $4,299-85.6% |
| Participant deferral / active EE | $676 | $5,564-87.8% | $5,116-86.8% | $6,507-89.6% |
| Admin fee / account holder | $50 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |