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 7-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 | $34,023 | $82,286-58.7% | $68,791-50.5% | $134,475-74.7% |
| Participation rate | 37.5% | 75.1%-37.6pp | 69.0%-31.5pp | 81.2%-43.7pp |
| Annual return | -18.74% | -2.19%-16.5pp | -6.38%-12.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $337 | $3,301-89.8% | $2,655-87.3% | $4,740-92.9% |
| Participant deferral / active EE | $4,225 | $4,739-10.8% | $3,941+7.2% | $6,400-34.0% |
| Admin fee / account holder | $153 | $6,481-97.6% | $4,932-96.9% | $11,426-98.7% |