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 8-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 | $30,339 | $147,167-79.4% | $111,392-72.8% | $135,375-77.6% |
| Participation rate | 47.1% | 84.0%-37.0pp | 78.9%-31.8pp | 82.6%-35.6pp |
| Annual return | 0.00% | -4.44%+4.4pp | -2.06%+2.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $941 | $5,204-81.9% | $4,328-78.3% | $4,779-80.3% |
| Participant deferral / active EE | $4,046 | $6,565-38.4% | $5,567-27.3% | $5,609-27.9% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |