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 10-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 | $124,545 | $95,266+30.7% | $82,389+51.2% | $142,382-12.5% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.5%-42.3pp | 80.1%-52.8pp |
| Annual return | 13.25% | 25.74%-12.5pp | 28.67%-15.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $279 | $2,991-90.7% | $2,517-88.9% | $4,299-93.5% |
| Participant deferral / active EE | $3,862 | $4,809-19.7% | $4,155-7.0% | $6,507-40.7% |
| Admin fee / account holder | $165 | $8,563-98.1% | $7,231-97.7% | $12,624-98.7% |