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 | $52,854 | $97,757-45.9% | $83,848-37.0% | $135,375-61.0% |
| Participation rate | 47.6% | 80.0%-32.3pp | 76.1%-28.5pp | 82.6%-35.0pp |
| Annual return | -8.11% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $299 | $4,222-92.9% | $3,631-91.8% | $4,779-93.7% |
| Participant deferral / active EE | $1,299 | $4,682-72.3% | $4,082-68.2% | $5,609-76.8% |
| Admin fee / account holder | $280 | $6,674-95.8% | $5,478-94.9% | $10,827-97.4% |