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 | $39,951 | $89,753-55.5% | $107,525-62.8% | $84,808-52.9% |
| Participation rate | 34.6% | 68.1%-33.4pp | 75.1%-40.5pp | 68.3%-33.7pp |
| Annual return | 20.16% | 29.48%-9.3pp | 181.32%-161.2pp | 40.90%-20.7pp |
| Employer contribution / active EE | $368 | $3,113-88.2% | $3,754-90.2% | $2,631-86.0% |
| Participant deferral / active EE | $2,047 | $4,056-49.5% | $5,116-60.0% | $4,212-51.4% |
| Admin fee / account holder | $55 | $7,222-99.2% | $8,919-99.4% | $7,344-99.2% |