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 | $26,488 | $93,071-71.5% | $74,583-64.5% | $273,961-90.3% |
| Participation rate | 25.0% | 74.9%-49.9pp | 68.1%-43.1pp | 83.0%-58.0pp |
| Annual return | 5.49% | 26.18%-20.7pp | 20.47%-15.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $90 | $3,160-97.2% | $2,525-96.4% | $4,869-98.2% |
| Participant deferral / active EE | $225 | $4,160-94.6% | $3,458-93.5% | $5,287-95.7% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |