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 | $173,404 | $176,056-1.5% | $159,436+8.8% | $167,490+3.5% |
| Participation rate | 38.9% | 84.9%-46.1pp | 82.8%-43.9pp | 82.1%-43.2pp |
| Annual return | 13.29% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $895 | $5,297-83.1% | $4,829-81.5% | $4,837-81.5% |
| Participant deferral / active EE | $3,054 | $7,750-60.6% | $7,352-58.5% | $6,341-51.8% |
| Admin fee / account holder | $89 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |