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 | $46,643 | $217,402-78.5% | $185,823-74.9% | $167,490-72.2% |
| Participation rate | 65.2% | 86.0%-20.8pp | 81.7%-16.5pp | 82.1%-16.9pp |
| Annual return | 15.91% | 148.36%-132.5pp | 122.05%-106.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,713 | $6,356-41.6% | $5,568-33.3% | $6,341-41.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |