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 | $9,300 | $54,705-83.0% | $71,209-86.9% | $84,808-89.0% |
| Participation rate | 4.0% | 64.1%-60.1pp | 73.8%-69.8pp | 68.3%-64.3pp |
| Annual return | 25.23% | 35.90%-10.7pp | 282.51%-257.3pp | 40.90%-15.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $141 | $3,030-95.3% | $4,175-96.6% | $4,212-96.6% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |