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 6-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 | $63,001 | $185,822-66.1% | $169,993-62.9% | $139,434-54.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 25.81% | 60.50%-34.7pp | 53.37%-27.6pp | 372.94%-347.1pp |
| Employer contribution / active EE | $640 | $7,590-91.6% | $6,785-90.6% | $4,751-86.5% |
| Participant deferral / active EE | $12,776 | $11,622+9.9% | $10,408+22.8% | $6,710+90.4% |
| Admin fee / account holder | $95 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |