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 | $52,794 | $209,411-74.8% | $178,490-70.4% | $158,922-66.8% |
| Participation rate | 26.7% | 86.3%-59.7pp | 81.9%-55.3pp | 82.0%-55.3pp |
| Annual return | 8.45% | 188.75%-180.3pp | 151.07%-142.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,906 | $5,954-51.2% | $5,202-44.1% | $5,982-51.4% |
| Admin fee / account holder | $299 | $17,074-98.2% | $13,984-97.9% | $11,246-97.3% |