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 | $15,378 | $102,966-85.1% | $90,281-83.0% | $152,861-89.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 28.07% | 95.16%-67.1pp | 78.10%-50.0pp | 345.32%-317.3pp |
| Employer contribution / active EE | $79 | $3,139-97.5% | $2,854-97.2% | $4,762-98.3% |
| Participant deferral / active EE | $992 | $4,281-76.8% | $3,885-74.5% | $5,850-83.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |