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 8-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 | $57,045 | $150,187-62.0% | $120,354-52.6% | $145,922-60.9% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 15.12% | 154.07%-138.9pp | 107.15%-92.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $439 | $4,348-89.9% | $3,463-87.3% | $4,660-90.6% |
| Participant deferral / active EE | $2,849 | $6,173-53.8% | $4,991-42.9% | $6,688-57.4% |
| Admin fee / account holder | $268 | $12,207-97.8% | $9,423-97.2% | $13,397-98.0% |