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 | $55,256 | $71,050-22.2% | $93,606-41.0% | $80,856-31.7% |
| Participation rate | 5.7% | 60.4%-54.7pp | 68.7%-63.0pp | 67.6%-61.9pp |
| Annual return | 343.59% | 11.26%+332.3pp | 133.20%+210.4pp | 35.59%+308.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $550 | $4,034-86.4% | $4,411-87.5% | $4,296-87.2% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |