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 3-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 | $61,739 | $154,117-59.9% | $129,995-52.5% | $139,434-55.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 32.48%-32.5pp | -137.18%+137.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $347 | $5,289-93.4% | $4,320-92.0% | $4,751-92.7% |
| Participant deferral / active EE | $7,851 | $6,710+17.0% | $5,820+34.9% | $6,710+17.0% |
| Admin fee / account holder | $52 | $14,007-99.6% | $10,614-99.5% | $11,403-99.5% |