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 | $25,527 | $85,202-70.0% | $172,739-85.2% | $72,985-65.0% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 19.51% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $92 | $3,324-97.2% | $5,143-98.2% | $2,440-96.2% |
| Participant deferral / active EE | $534 | $3,260-83.6% | $5,198-89.7% | $3,607-85.2% |
| Admin fee / account holder | $22 | $5,884-99.6% | $13,954-99.8% | $5,124-99.6% |