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 4-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 | $45,631 | $77,730-41.3% | $70,164-35.0% | $139,434-67.3% |
| Participation rate | 16.7% | 83.2%-66.5pp | 78.8%-62.2pp | 80.3%-63.7pp |
| Annual return | 20.67% | 18.98%+1.7pp | 18.87%+1.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $0 | $4,990-100.0% | $4,287-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,642 | $6,448-43.5% | $5,395-32.5% | $6,710-45.7% |
| Admin fee / account holder | $132 | $5,368-97.5% | $4,561-97.1% | $11,403-98.8% |