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 9-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 | $59,415 | $118,849-50.0% | $96,562-38.5% | $167,490-64.5% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 116.36% | 50.49%+65.9pp | 37.78%+78.6pp | 478.56%-362.2pp |
| Employer contribution / active EE | $437 | $3,120-86.0% | $2,356-81.5% | $4,837-91.0% |
| Participant deferral / active EE | $264 | $4,616-94.3% | $3,849-93.1% | $6,341-95.8% |
| Admin fee / account holder | $274 | $8,065-96.6% | $6,181-95.6% | $12,309-97.8% |