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 | $43,791 | $181,894-75.9% | $156,549-72.0% | $273,961-84.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 8.58% | 30.74%-22.2pp | 32.23%-23.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $473 | $6,248-92.4% | $5,501-91.4% | $4,869-90.3% |
| Participant deferral / active EE | $3,714 | $5,550-33.1% | $4,871-23.8% | $5,287-29.8% |
| Admin fee / account holder | $120 | $15,559-99.2% | $13,027-99.1% | $10,132-98.8% |