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 | $13,753 | $76,000-81.9% | $154,107-91.1% | $64,186-78.6% |
| Participation rate | 42.7% | 70.4%-27.7pp | 83.0%-40.3pp | 69.6%-26.9pp |
| Annual return | -6.74% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $462 | $3,351-86.2% | $5,298-91.3% | $2,381-80.6% |
| Participant deferral / active EE | $583 | $3,175-81.6% | $5,081-88.5% | $3,470-83.2% |
| Admin fee / account holder | $197 | $5,596-96.5% | $13,411-98.5% | $4,888-96.0% |