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 8-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 | $28,926 | $114,047-74.6% | $96,139-69.9% | $167,490-82.7% |
| Participation rate | 14.3% | 75.1%-60.8pp | 68.4%-54.2pp | 82.1%-67.8pp |
| Annual return | 16.15% | 189.88%-173.7pp | 191.94%-175.8pp | 478.56%-462.4pp |
| Employer contribution / active EE | $160 | $3,427-95.3% | $2,797-94.3% | $4,837-96.7% |
| Participant deferral / active EE | $264 | $5,194-94.9% | $4,349-93.9% | $6,341-95.8% |
| Admin fee / account holder | $115 | $6,897-98.3% | $5,537-97.9% | $12,309-99.1% |