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 | $59,327 | $107,934-45.0% | $91,989-35.5% | $152,861-61.2% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.4%-82.4pp |
| Annual return | 16.16% | 89.24%-73.1pp | 69.02%-52.9pp | 345.32%-329.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,628 | $6,364-27.3% | $5,923-21.9% | $5,850-20.9% |
| Admin fee / account holder | $5 | $10,520-100.0% | $7,743-99.9% | $11,596-100.0% |