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 | $39,158 | $81,632-52.0% | $70,449-44.4% | $158,922-75.4% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 11.17% | 208.40%-197.2pp | 109.03%-97.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $912 | $4,554-80.0% | $3,709-75.4% | $5,982-84.8% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |