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 | $23,780 | $158,398-85.0% | $126,539-81.2% | $142,382-83.3% |
| Participation rate | 12.5% | 75.8%-63.3pp | 69.8%-57.3pp | 80.1%-67.6pp |
| Annual return | 0.00% | 593.76%-593.8pp | 425.95%-425.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,932 | $4,767-38.5% | $4,083-28.2% | $6,507-54.9% |
| Admin fee / account holder | $11 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |