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 | $20,052 | $177,572-88.7% | $154,803-87.0% | $142,382-85.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 14.23% | 65.07%-50.8pp | 58.88%-44.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $468 | $4,810-90.3% | $4,305-89.1% | $4,299-89.1% |
| Participant deferral / active EE | $468 | $6,272-92.5% | $5,540-91.5% | $6,507-92.8% |
| Admin fee / account holder | $177 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |