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 | $23,703 | $169,032-86.0% | $129,207-81.7% | $145,922-83.8% |
| Participation rate | 7.1% | 76.4%-69.3pp | 69.6%-62.5pp | 80.3%-73.1pp |
| Annual return | 14.74% | 14330.11%-14315.4pp | 9417.33%-9402.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $356 | $4,987-92.9% | $4,168-91.5% | $6,688-94.7% |
| Admin fee / account holder | $129 | $9,954-98.7% | $7,715-98.3% | $13,397-99.0% |