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 | $98,407 | $64,307+53.0% | $57,343+71.6% | $125,391-21.5% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 83.2%-63.2pp |
| Annual return | -0.14% | 25.12%-25.3pp | 24.39%-24.5pp | 282.22%-282.4pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,028 | $3,848-47.3% | $3,162-35.9% | $5,352-62.1% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |