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 8-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 | $26,372 | $52,279-49.6% | $89,391-70.5% | $79,858-67.0% |
| Participation rate | 7.3% | 57.5%-50.3pp | 68.0%-60.7pp | 69.6%-62.4pp |
| Annual return | 28.99% | 22.16%+6.8pp | 245.62%-216.6pp | 31.71%-2.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $819 | $2,740-70.1% | $3,890-78.9% | $3,740-78.1% |
| Admin fee / account holder | $85 | $3,356-97.5% | $4,881-98.3% | $5,306-98.4% |