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 | $11,125 | $34,934-68.2% | $56,411-80.3% | $74,495-85.1% |
| Participation rate | 6.4% | 32.8%-26.4pp | 52.5%-46.0pp | 67.2%-60.8pp |
| Annual return | 14.70% | 25.94%-11.2pp | 1701.33%-1686.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $351 | $1,170-70.0% | $1,952-82.0% | $4,346-91.9% |
| Admin fee / account holder | $115 | $2,364-95.1% | $2,829-95.9% | $1,942-94.1% |