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 | $34,822 | $202,318-82.8% | $172,739-79.8% | $152,861-77.2% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.4%-53.9pp |
| Annual return | 15.89% | 1029.65%-1013.8pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,096 | $5,856-81.3% | $5,143-78.7% | $4,762-77.0% |
| Participant deferral / active EE | $2,433 | $5,948-59.1% | $5,198-53.2% | $5,850-58.4% |
| Admin fee / account holder | $82 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |