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 3-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 | $13,460 | $189,613-92.9% | $167,512-92.0% | $142,382-90.5% |
| Participation rate | 38.5% | 80.1%-41.7pp | 77.1%-38.6pp | 80.1%-41.7pp |
| Annual return | 16.68% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $96 | $4,349-97.8% | $3,882-97.5% | $4,299-97.8% |
| Participant deferral / active EE | $1,449 | $6,981-79.2% | $6,405-77.4% | $6,507-77.7% |
| Admin fee / account holder | $45 | $10,528-99.6% | $9,769-99.5% | $12,624-99.6% |