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 | $0 | $58,879-100.0% | $178,490-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 17.93% | 24.86%-6.9pp | 151.07%-133.1pp | 28.51%-10.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $858 | $2,567-66.6% | $5,202-83.5% | $3,740-77.1% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |