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 | $59,679 | $60,892-2.0% | $82,389-27.6% | $84,808-29.6% |
| Participation rate | 48.7% | 63.3%-14.5pp | 69.5%-20.8pp | 68.3%-19.6pp |
| Annual return | 17.21% | 37.29%-20.1pp | 28.67%-11.5pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,782 | $3,179-12.5% | $4,155-33.0% | $4,212-33.9% |
| Admin fee / account holder | $147 | $5,467-97.3% | $7,231-98.0% | $7,344-98.0% |