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 | $55,660 | $58,694-5.2% | $142,863-61.0% | $85,850-35.2% |
| Participation rate | 27.0% | 58.5%-31.5pp | 71.9%-44.9pp | 69.3%-42.3pp |
| Annual return | 238.32% | 27.72%+210.6pp | 5637.54%-5399.2pp | 318.53%-80.2pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,416 | $2,607-45.7% | $3,837-63.1% | $3,952-64.2% |
| Admin fee / account holder | $0 | $4,239-100.0% | $6,560-100.0% | $6,260-100.0% |