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 | $62,929 | $167,484-62.4% | $151,611-58.5% | $134,475-53.2% |
| Participation rate | 41.7% | 88.4%-46.7pp | 87.5%-45.8pp | 81.2%-39.6pp |
| Annual return | -19.21% | 7.80%-27.0pp | 3.33%-22.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,001 | $8,986-33.2% | $8,363-28.2% | $6,400-6.2% |
| Admin fee / account holder | $219 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |