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 8-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 | $20,144 | $107,334-81.2% | $92,893-78.3% | $152,861-86.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 37.71% | 145.58%-107.9pp | 109.41%-71.7pp | 345.32%-307.6pp |
| Employer contribution / active EE | $204 | $4,221-95.2% | $3,653-94.4% | $4,762-95.7% |
| Participant deferral / active EE | $5,040 | $4,845+4.0% | $4,236+19.0% | $5,850-13.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |