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 9-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 | $88,096 | $58,208+51.3% | $81,812+7.7% | $80,856+9.0% |
| Participation rate | 12.1% | 63.4%-51.3pp | 72.3%-60.2pp | 67.6%-55.5pp |
| Annual return | 16.78% | 41.66%-24.9pp | 773.79%-757.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $760 | $3,281-76.8% | $4,319-82.4% | $4,296-82.3% |
| Admin fee / account holder | $30 | $4,981-99.4% | $7,386-99.6% | $6,918-99.6% |