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 10-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 | $93,225 | $99,652-6.4% | $78,778+18.3% | $147,584-36.8% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 17.45% | 47.28%-29.8pp | 35.62%-18.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $266 | $2,796-90.5% | $1,986-86.6% | $4,876-94.5% |
| Participant deferral / active EE | $1,608 | $3,664-56.1% | $2,958-45.7% | $5,439-70.4% |
| Admin fee / account holder | $18 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |