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 | $47,708 | $64,707-26.3% | $112,228-57.5% | $68,494-30.3% |
| Participation rate | 32.0% | 67.2%-35.2pp | 75.1%-43.1pp | 67.9%-35.9pp |
| Annual return | -15.65% | -11.40%-4.2pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,438 | $3,565-59.7% | $4,728-69.6% | $4,027-64.3% |
| Admin fee / account holder | $169 | $5,232-96.8% | $6,410-97.4% | $5,403-96.9% |