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 4-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 | $8,188 | $96,305-91.5% | $80,569-89.8% | $139,434-94.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 51.48% | 1350.08%-1298.6pp | 935.43%-883.9pp | 372.94%-321.5pp |
| Employer contribution / active EE | $322 | $3,262-90.1% | $2,723-88.2% | $4,751-93.2% |
| Participant deferral / active EE | $2,621 | $5,232-49.9% | $4,447-41.1% | $6,710-60.9% |
| Admin fee / account holder | $7 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |