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 4-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 | $2,126 | $25,014-91.5% | $69,647-96.9% | $80,856-97.4% |
| Participation rate | 48.7% | 64.2%-15.5pp | 66.5%-17.7pp | 67.6%-18.9pp |
| Annual return | 29.11% | 19.07%+10.0pp | 100.48%-71.4pp | 35.59%-6.5pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $354 | $1,839-80.8% | $2,886-87.7% | $4,296-91.8% |
| Admin fee / account holder | $230 | $2,488-90.7% | $4,713-95.1% | $6,918-96.7% |