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 | $128,046 | $159,602-19.8% | $150,045-14.7% | $142,382-10.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 18.12% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $180 | $4,961-96.4% | $4,693-96.2% | $4,299-95.8% |
| Participant deferral / active EE | $8,984 | $8,310+8.1% | $7,997+12.3% | $6,507+38.1% |
| Admin fee / account holder | $8 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |