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 | $85,221 | $56,897+49.8% | $84,750+0.6% | $62,891+35.5% |
| Participation rate | 36.0% | 68.5%-32.5pp | 76.6%-40.6pp | 69.3%-33.3pp |
| Annual return | 7.00% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $249 | $2,400-89.6% | $3,574-93.0% | $2,281-89.1% |
| Participant deferral / active EE | $1,488 | $2,709-45.1% | $3,712-59.9% | $3,203-53.5% |
| Admin fee / account holder | $11 | $3,581-99.7% | $5,332-99.8% | $4,296-99.7% |