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 | $42,505 | $56,277-24.5% | $80,975-47.5% | $62,891-32.4% |
| Participation rate | 36.4% | 69.0%-32.6pp | 75.8%-39.4pp | 69.3%-32.9pp |
| Annual return | 9.80% | 22.12%-12.3pp | 17.10%-7.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $198 | $1,943-89.8% | $3,714-94.7% | $2,281-91.3% |
| Participant deferral / active EE | $2,573 | $4,195-38.7% | $5,696-54.8% | $3,203-19.7% |
| Admin fee / account holder | $19 | $3,741-99.5% | $5,516-99.7% | $4,296-99.6% |