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 9-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 | $70,463 | $135,952-48.2% | $123,892-43.1% | $273,961-74.3% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 5.47% | 56.63%-51.2pp | 47.52%-42.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $223 | $5,170-95.7% | $4,617-95.2% | $4,869-95.4% |
| Participant deferral / active EE | $7,080 | $6,343+11.6% | $5,984+18.3% | $5,287+33.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |