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 | $74,130 | $202,318-63.4% | $172,739-57.1% | $152,861-51.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 16.15% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $257 | $5,856-95.6% | $5,143-95.0% | $4,762-94.6% |
| Participant deferral / active EE | $5,240 | $5,948-11.9% | $5,198+0.8% | $5,850-10.4% |
| Admin fee / account holder | $153 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |