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 | $49,891 | $65,409-23.7% | $98,442-49.3% | $85,850-41.9% |
| Participation rate | 17.1% | 65.0%-47.9pp | 73.3%-56.3pp | 69.3%-52.2pp |
| Annual return | 15.75% | 21.76%-6.0pp | 1492.73%-1477.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $179 | $2,168-91.7% | $2,960-93.9% | $2,565-93.0% |
| Participant deferral / active EE | $1,387 | $3,166-56.2% | $4,276-67.6% | $3,952-64.9% |
| Admin fee / account holder | $246 | $4,593-94.6% | $5,949-95.9% | $6,260-96.1% |