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 | $0 | $238,490-100.0% | $180,183-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 77.4%-77.4pp | 80.1%-80.1pp |
| Annual return | 15.45% | 33.56%-18.1pp | 27.86%-12.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,218 | $6,143-80.2% | $5,039-75.8% | $4,299-71.7% |
| Participant deferral / active EE | $2,478 | $7,996-69.0% | $6,822-63.7% | $6,507-61.9% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |