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 10-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 | $107,396 | $157,256-31.7% | $141,162-23.9% | $152,861-29.7% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.4%-62.4pp |
| Annual return | 21.07% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,236 | $7,109-82.6% | $6,709-81.6% | $5,850-78.9% |
| Admin fee / account holder | $69 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |