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 9-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 | $11,268 | $88,751-87.3% | $81,812-86.2% | $145,922-92.3% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.3%-10.8pp | 80.3%-18.7pp |
| Annual return | 11.31% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $189 | $3,083-93.9% | $2,912-93.5% | $4,660-95.9% |
| Participant deferral / active EE | $1,459 | $4,643-68.6% | $4,319-66.2% | $6,688-78.2% |
| Admin fee / account holder | $62 | $8,415-99.3% | $7,386-99.2% | $13,397-99.5% |