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 | $132,811 | $202,318-34.4% | $172,739-23.1% | $152,861-13.1% |
| Participation rate | 18.2% | 87.1%-68.9pp | 82.6%-64.5pp | 82.4%-64.3pp |
| Annual return | 31.05% | 1029.65%-998.6pp | 802.84%-771.8pp | 345.32%-314.3pp |
| Employer contribution / active EE | $1,964 | $5,856-66.5% | $5,143-61.8% | $4,762-58.8% |
| Participant deferral / active EE | $1,964 | $5,948-67.0% | $5,198-62.2% | $5,850-66.4% |
| Admin fee / account holder | $60 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |