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 | $51,749 | $180,449-71.3% | $154,107-66.4% | $135,375-61.8% |
| Participation rate | 46.7% | 87.4%-40.8pp | 83.0%-36.4pp | 82.6%-36.0pp |
| Annual return | -7.97% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $185 | $6,035-96.9% | $5,298-96.5% | $4,779-96.1% |
| Participant deferral / active EE | $5,355 | $5,806-7.8% | $5,081+5.4% | $5,609-4.5% |
| Admin fee / account holder | $290 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |