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 | $47,042 | $102,616-54.2% | $81,983-42.6% | $158,922-70.4% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.2%-13.7pp | 82.0%-26.4pp |
| Annual return | 8.92% | 61.04%-52.1pp | 41.31%-32.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $246 | $3,240-92.4% | $2,498-90.1% | $4,761-94.8% |
| Participant deferral / active EE | $1,122 | $4,648-75.9% | $3,722-69.8% | $5,982-81.2% |
| Admin fee / account holder | $12 | $8,235-99.9% | $5,664-99.8% | $11,246-99.9% |