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 10-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 | $101,190 | $72,277+40.0% | $101,248-0.1% | $79,858+26.7% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 20.49% | 22.30%-1.8pp | 46.47%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $503 | $2,692-81.3% | $3,660-86.3% | $2,471-79.6% |
| Participant deferral / active EE | $2,513 | $3,282-23.4% | $4,370-42.5% | $3,740-32.8% |
| Admin fee / account holder | $13 | $4,400-99.7% | $5,945-99.8% | $5,306-99.7% |