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 | $88,787 | $165,335-46.3% | $149,696-40.7% | $158,922-44.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 21.14% | 348.15%-327.0pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $823 | $5,103-83.9% | $4,644-82.3% | $4,761-82.7% |
| Participant deferral / active EE | $11,036 | $7,181+53.7% | $6,842+61.3% | $5,982+84.5% |
| Admin fee / account holder | $249 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |