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 | $26,431 | $106,515-75.2% | $96,683-72.7% | $139,434-81.0% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 18.87% | 38.43%-19.6pp | 35.69%-16.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $442 | $4,103-89.2% | $3,737-88.2% | $4,751-90.7% |
| Participant deferral / active EE | $2,454 | $5,454-55.0% | $4,878-49.7% | $6,710-63.4% |
| Admin fee / account holder | $136 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |