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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,665 | $60,124+17.5% | $90,404-21.8% | $79,858-11.5% |
| Participation rate | 10.0% | 65.0%-55.0pp | 72.7%-62.7pp | 69.6%-59.6pp |
| Annual return | 17.63% | 71.94%-54.3pp | 1293.02%-1275.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $576 | $2,938-80.4% | $3,963-85.5% | $3,740-84.6% |
| Admin fee / account holder | $35 | $3,976-99.1% | $5,611-99.4% | $5,306-99.3% |