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 | $16,750 | $49,177-65.9% | $79,464-78.9% | $64,186-73.9% |
| Participation rate | 61.0% | 65.0%-4.1pp | 73.3%-12.4pp | 69.6%-8.6pp |
| Annual return | -7.03% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,382 | $2,821-15.6% | $3,704-35.7% | $3,470-31.3% |
| Admin fee / account holder | $107 | $3,839-97.2% | $5,113-97.9% | $4,888-97.8% |