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 6-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 | $34,148 | $165,335-79.3% | $149,696-77.2% | $158,922-78.5% |
| Participation rate | 26.1% | 84.6%-58.5pp | 82.5%-56.4pp | 82.0%-55.9pp |
| Annual return | 20.08% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $460 | $5,103-91.0% | $4,644-90.1% | $4,761-90.3% |
| Participant deferral / active EE | $713 | $7,181-90.1% | $6,842-89.6% | $5,982-88.1% |
| Admin fee / account holder | $277 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |