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 | $46,615 | $127,777-63.5% | $106,548-56.2% | $167,490-72.2% |
| Participation rate | 28.6% | 78.3%-49.7pp | 76.1%-47.6pp | 82.1%-53.5pp |
| Annual return | 29.94% | 33.87%-3.9pp | 26.80%+3.1pp | 478.56%-448.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,000 | $5,087-80.3% | $4,398-77.3% | $6,341-84.2% |
| Admin fee / account holder | $85 | $11,228-99.2% | $7,407-98.9% | $12,309-99.3% |