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 3-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 | $17,892 | $183,519-90.3% | $155,509-88.5% | $145,922-87.7% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 15.60% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $780 | $5,313-85.3% | $4,672-83.3% | $4,660-83.3% |
| Participant deferral / active EE | $2,299 | $6,462-64.4% | $5,626-59.1% | $6,688-65.6% |
| Admin fee / account holder | $104 | $19,313-99.5% | $15,912-99.3% | $13,397-99.2% |