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 | $56,543 | $60,124-6.0% | $90,404-37.5% | $79,858-29.2% |
| Participation rate | 13.6% | 65.0%-51.4pp | 72.7%-59.1pp | 69.6%-56.1pp |
| Annual return | 18.16% | 71.94%-53.8pp | 1293.02%-1274.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,388 | $2,938-52.8% | $3,963-65.0% | $3,740-62.9% |
| Admin fee / account holder | $151 | $3,976-96.2% | $5,611-97.3% | $5,306-97.1% |