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 | $59,629 | $63,346-5.9% | $92,233-35.3% | $70,131-15.0% |
| Participation rate | 34.9% | 68.7%-33.8pp | 76.5%-41.6pp | 69.5%-34.6pp |
| Annual return | 20.48% | 530.12%-509.6pp | 176.28%-155.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $280 | $2,471-88.7% | $3,679-92.4% | $2,342-88.0% |
| Participant deferral / active EE | $1,191 | $2,854-58.3% | $3,897-69.4% | $3,332-64.3% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |