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 7-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 | $22,689 | $109,982-79.4% | $97,226-76.7% | $145,922-84.5% |
| Participation rate | 43.8% | 75.9%-32.2pp | 72.7%-28.9pp | 80.3%-36.5pp |
| Annual return | 9.15% | 242.90%-233.8pp | 75.13%-66.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,462 | $4,676-68.7% | $4,264-65.7% | $6,688-78.1% |
| Admin fee / account holder | $244 | $6,221-96.1% | $5,654-95.7% | $13,397-98.2% |