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 4-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 | $20,911 | $51,576-59.5% | $129,207-83.8% | $80,856-74.1% |
| Participation rate | 21.6% | 57.0%-35.4pp | 69.6%-48.0pp | 67.6%-46.1pp |
| Annual return | 23.66% | 20.81%+2.9pp | 9417.33%-9393.7pp | 35.59%-11.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,540 | $2,669-42.3% | $4,168-63.0% | $4,296-64.1% |
| Admin fee / account holder | $115 | $4,305-97.3% | $7,715-98.5% | $6,918-98.3% |