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 9-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 | $9,487 | $54,350-82.5% | $82,719-88.5% | $68,494-86.1% |
| Participation rate | 18.4% | 63.9%-45.5pp | 72.6%-54.2pp | 67.9%-49.5pp |
| Annual return | -18.37% | -13.67%-4.7pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $378 | $2,218-82.9% | $3,009-87.4% | $2,596-85.4% |
| Participant deferral / active EE | $432 | $3,246-86.7% | $4,395-90.2% | $4,027-89.3% |
| Admin fee / account holder | $65 | $4,395-98.5% | $5,329-98.8% | $5,403-98.8% |