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 9-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 | $25,305 | $121,625-79.2% | $104,607-75.8% | $158,922-84.1% |
| Participation rate | 28.6% | 77.5%-49.0pp | 74.1%-45.5pp | 82.0%-53.4pp |
| Annual return | 23.80% | 465.26%-441.5pp | 340.46%-316.7pp | 302.83%-279.0pp |
| Employer contribution / active EE | $173 | $3,163-94.5% | $2,681-93.5% | $4,761-96.4% |
| Participant deferral / active EE | $1,853 | $4,177-55.6% | $3,740-50.4% | $5,982-69.0% |
| Admin fee / account holder | $92 | $7,787-98.8% | $6,473-98.6% | $11,246-99.2% |