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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,203 | $56,317-58.8% | $71,209-67.4% | $74,304-68.8% |
| Participation rate | 47.5% | 55.1%-7.6pp | 73.8%-26.3pp | 60.3%-12.8pp |
| Annual return | 15.91% | 42.83%-26.9pp | 282.51%-266.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $840 | $2,788-69.9% | $4,175-79.9% | $3,767-77.7% |
| Admin fee / account holder | $107 | $2,290-95.3% | $5,349-98.0% | $2,969-96.4% |