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 | $16,759 | $60,124-72.1% | $90,404-81.5% | $79,858-79.0% |
| Participation rate | 56.7% | 65.0%-8.3pp | 72.7%-16.0pp | 69.6%-13.0pp |
| Annual return | 14.15% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $244 | $2,068-88.2% | $3,262-92.5% | $2,471-90.1% |
| Participant deferral / active EE | $405 | $2,938-86.2% | $3,963-89.8% | $3,740-89.2% |
| Admin fee / account holder | $239 | $3,976-94.0% | $5,611-95.7% | $5,306-95.5% |