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 7-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 | $14,790 | $85,202-82.6% | $172,739-91.4% | $72,985-79.7% |
| Participation rate | 8.9% | 70.1%-61.2pp | 82.6%-73.8pp | 69.5%-60.6pp |
| Annual return | 137.97% | 27.32%+110.6pp | 802.84%-664.9pp | 81.00%+57.0pp |
| Employer contribution / active EE | $247 | $3,324-92.6% | $5,143-95.2% | $2,440-89.9% |
| Participant deferral / active EE | $906 | $3,260-72.2% | $5,198-82.6% | $3,607-74.9% |
| Admin fee / account holder | $16 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |