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 6-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 | $16,308 | $56,317-71.0% | $71,209-77.1% | $74,304-78.1% |
| Participation rate | 18.0% | 55.1%-37.1pp | 73.8%-55.8pp | 60.3%-42.3pp |
| Annual return | 23.13% | 42.83%-19.7pp | 282.51%-259.4pp | 29.43%-6.3pp |
| Employer contribution / active EE | $258 | $2,160-88.1% | $2,721-90.5% | $2,241-88.5% |
| Participant deferral / active EE | $1,134 | $2,788-59.3% | $4,175-72.8% | $3,767-69.9% |
| Admin fee / account holder | $22 | $2,290-99.0% | $5,349-99.6% | $2,969-99.2% |