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 | $17,148 | $108,172-84.1% | $77,482-77.9% | $158,922-89.2% |
| Participation rate | 5.9% | 64.4%-58.5pp | 54.2%-48.3pp | 82.0%-76.1pp |
| Annual return | 17.21% | 31.67%-14.5pp | 54.79%-37.6pp | 302.83%-285.6pp |
| Employer contribution / active EE | $47 | $1,325-96.4% | $986-95.2% | $4,761-99.0% |
| Participant deferral / active EE | $76 | $2,456-96.9% | $1,861-95.9% | $5,982-98.7% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |