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 3-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 | $11,523 | $57,016-79.8% | $84,966-86.4% | $80,856-85.7% |
| Participation rate | 3.7% | 56.3%-52.6pp | 67.5%-63.8pp | 67.6%-63.9pp |
| Annual return | 22.27% | 21.66%+0.6pp | 66.38%-44.1pp | 35.59%-13.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $241 | $3,110-92.3% | $4,519-94.7% | $4,296-94.4% |
| Admin fee / account holder | $28 | $4,980-99.4% | $6,149-99.5% | $6,918-99.6% |