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 | $45,596 | $96,305-52.7% | $80,569-43.4% | $139,434-67.3% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 12.25% | 1350.08%-1337.8pp | 935.43%-923.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $111 | $3,262-96.6% | $2,723-95.9% | $4,751-97.7% |
| Participant deferral / active EE | $1,356 | $5,232-74.1% | $4,447-69.5% | $6,710-79.8% |
| Admin fee / account holder | $25 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |