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 | $200,878 | $217,402-7.6% | $185,823+8.1% | $167,490+19.9% |
| Participation rate | 12.5% | 86.0%-73.5pp | 81.7%-69.2pp | 82.1%-69.6pp |
| Annual return | 15.81% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $756 | $5,873-87.1% | $5,167-85.4% | $4,837-84.4% |
| Participant deferral / active EE | $4,400 | $6,356-30.8% | $5,568-21.0% | $6,341-30.6% |
| Admin fee / account holder | $30 | $19,811-99.8% | $16,237-99.8% | $12,309-99.8% |