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 | $54,613 | $97,757-44.1% | $83,848-34.9% | $135,375-59.7% |
| Participation rate | 30.0% | 80.0%-50.0pp | 76.1%-46.1pp | 82.6%-52.6pp |
| Annual return | -5.79% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $260 | $4,222-93.8% | $3,631-92.8% | $4,779-94.6% |
| Participant deferral / active EE | $5,160 | $4,682+10.2% | $4,082+26.4% | $5,609-8.0% |
| Admin fee / account holder | $135 | $6,674-98.0% | $5,478-97.5% | $10,827-98.8% |