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 | $13,573 | $62,573-78.3% | $85,682-84.2% | $85,850-84.2% |
| Participation rate | 15.4% | 61.1%-45.8pp | 69.9%-54.5pp | 69.3%-53.9pp |
| Annual return | 23.30% | 23.77%-0.5pp | 21.49%+1.8pp | 318.53%-295.2pp |
| Employer contribution / active EE | $217 | $1,757-87.7% | $2,618-91.7% | $2,565-91.5% |
| Participant deferral / active EE | $1,461 | $2,802-47.9% | $3,923-62.7% | $3,952-63.0% |
| Admin fee / account holder | $149 | $4,640-96.8% | $6,873-97.8% | $6,260-97.6% |