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 | $17,190 | $115,882-85.2% | $100,516-82.9% | $158,922-89.2% |
| Participation rate | 38.5% | 81.6%-43.1pp | 79.4%-40.9pp | 82.0%-43.5pp |
| Annual return | 23.11% | 34.79%-11.7pp | 30.89%-7.8pp | 302.83%-279.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,282 | $6,674-35.8% | $6,270-31.7% | $5,982-28.4% |
| Admin fee / account holder | $216 | $10,995-98.0% | $8,081-97.3% | $11,246-98.1% |