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 | $90,679 | $159,602-43.2% | $150,045-39.6% | $142,382-36.3% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 17.62% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $154 | $4,961-96.9% | $4,693-96.7% | $4,299-96.4% |
| Participant deferral / active EE | $2,513 | $8,310-69.8% | $7,997-68.6% | $6,507-61.4% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |