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 | $18,632 | $65,395-71.5% | $182,532-89.8% | $72,985-74.5% |
| Participation rate | 39.4% | 65.4%-26.0pp | 78.0%-38.6pp | 69.5%-30.1pp |
| Annual return | 19.77% | 27.68%-7.9pp | 148.54%-128.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,387 | $3,563-61.1% | $5,524-74.9% | $3,607-61.6% |
| Admin fee / account holder | $108 | $4,245-97.5% | $8,592-98.7% | $5,124-97.9% |