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 | $16,973 | $114,381-85.2% | $107,525-84.2% | $142,382-88.1% |
| Participation rate | 8.3% | 78.1%-69.8pp | 75.1%-66.7pp | 80.1%-71.8pp |
| Annual return | 24.00% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $113 | $4,015-97.2% | $3,754-97.0% | $4,299-97.4% |
| Participant deferral / active EE | $142 | $5,564-97.5% | $5,116-97.2% | $6,507-97.8% |
| Admin fee / account holder | $118 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |