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 | $60,961 | $181,894-66.5% | $156,549-61.1% | $273,961-77.7% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 7.02% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,230 | $6,248-80.3% | $5,501-77.6% | $4,869-74.7% |
| Participant deferral / active EE | $8,148 | $5,550+46.8% | $4,871+67.3% | $5,287+54.1% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |