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 | $18,281 | $54,350-66.4% | $82,719-77.9% | $68,494-73.3% |
| Participation rate | 36.4% | 63.9%-27.6pp | 72.6%-36.2pp | 67.9%-31.5pp |
| Annual return | -11.94% | -13.67%+1.7pp | 701.18%-713.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,556 | $3,246-52.1% | $4,395-64.6% | $4,027-61.4% |
| Admin fee / account holder | $14 | $4,395-99.7% | $5,329-99.7% | $5,403-99.8% |