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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $123,793-100.0% | $177,821-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 87.7%-87.7pp | 69.6%-69.6pp |
| Annual return | 22.85% | 22.82%0pp | 48.32%-25.5pp | 31.71%-8.9pp |
| Employer contribution / active EE | $4,887 | $4,095+19.3% | $5,918-17.4% | $2,471+97.8% |
| Participant deferral / active EE | $2,272 | $5,956-61.9% | $7,714-70.5% | $3,740-39.2% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |