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 | $53,465 | $74,888-28.6% | $71,209-24.9% | $142,382-62.4% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.8%-18.8pp | 80.1%-25.1pp |
| Annual return | 13.60% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,024 | $4,454-77.0% | $4,175-75.5% | $6,507-84.3% |
| Admin fee / account holder | $104 | $5,568-98.1% | $5,349-98.1% | $12,624-99.2% |