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 | $95,053 | $85,790+10.8% | $67,313+41.2% | $135,375-29.8% |
| Participation rate | 15.4% | 76.5%-61.1pp | 69.1%-53.7pp | 82.6%-67.3pp |
| Annual return | -7.69% | -0.54%-7.2pp | -4.08%-3.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $290 | $3,487-91.7% | $2,566-88.7% | $4,779-93.9% |
| Participant deferral / active EE | $1,456 | $4,651-68.7% | $3,568-59.2% | $5,609-74.0% |
| Admin fee / account holder | $109 | $6,392-98.3% | $4,507-97.6% | $10,827-99.0% |