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 | $37,193 | $76,000-51.1% | $154,107-75.9% | $64,186-42.1% |
| Participation rate | 36.0% | 70.4%-34.4pp | 83.0%-47.0pp | 69.6%-33.6pp |
| Annual return | -7.51% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $383 | $3,351-88.6% | $5,298-92.8% | $2,381-83.9% |
| Participant deferral / active EE | $1,103 | $3,175-65.3% | $5,081-78.3% | $3,470-68.2% |
| Admin fee / account holder | $193 | $5,596-96.5% | $13,411-98.6% | $4,888-96.0% |