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 | $107,247 | $160,055-33.0% | $140,016-23.4% | $135,375-20.8% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -7.36% | 911.38%-918.7pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,189 | $6,420-81.5% | $5,606-78.8% | $4,779-75.1% |
| Participant deferral / active EE | $3,681 | $7,642-51.8% | $6,927-46.9% | $5,609-34.4% |
| Admin fee / account holder | $28 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |