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 | $30,664 | $80,968-62.1% | $96,544-68.2% | $75,163-59.2% |
| Participation rate | 43.9% | 71.8%-27.9pp | 76.0%-32.1pp | 67.2%-23.3pp |
| Annual return | 15.25% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,083 | $2,282-52.5% | $2,965-63.5% | $2,670-59.4% |
| Participant deferral / active EE | $1,687 | $3,928-57.1% | $4,851-65.2% | $4,125-59.1% |
| Admin fee / account holder | $277 | $6,724-95.9% | $8,252-96.6% | $5,651-95.1% |