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 10-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 | $52,156 | $97,757-46.6% | $83,848-37.8% | $135,375-61.5% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -0.98% | 1287.37%-1288.3pp | 850.88%-851.9pp | 519.73%-520.7pp |
| Employer contribution / active EE | $417 | $4,222-90.1% | $3,631-88.5% | $4,779-91.3% |
| Participant deferral / active EE | $819 | $4,682-82.5% | $4,082-79.9% | $5,609-85.4% |
| Admin fee / account holder | $147 | $6,674-97.8% | $5,478-97.3% | $10,827-98.6% |