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 5-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 | $15,757 | $96,305-83.6% | $80,569-80.4% | $139,434-88.7% |
| Participation rate | 11.8% | 73.6%-61.9pp | 67.0%-55.2pp | 80.3%-68.6pp |
| Annual return | 15.91% | 1350.08%-1334.2pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $6 | $3,262-99.8% | $2,723-99.8% | $4,751-99.9% |
| Participant deferral / active EE | $24 | $5,232-99.5% | $4,447-99.5% | $6,710-99.6% |
| Admin fee / account holder | $72 | $6,599-98.9% | $5,377-98.7% | $11,403-99.4% |