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 3-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 | $55,133 | $96,305-42.8% | $80,569-31.6% | $139,434-60.5% |
| Participation rate | 15.0% | 73.6%-58.6pp | 67.0%-52.0pp | 80.3%-65.3pp |
| Annual return | 24.43% | 1350.08%-1325.7pp | 935.43%-911.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $191 | $3,262-94.1% | $2,723-93.0% | $4,751-96.0% |
| Participant deferral / active EE | $3,114 | $5,232-40.5% | $4,447-30.0% | $6,710-53.6% |
| Admin fee / account holder | $273 | $6,599-95.9% | $5,377-94.9% | $11,403-97.6% |