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 | $136,608 | $153,772-11.2% | $133,980+2.0% | $273,961-50.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 26.92% | 36.51%-9.6pp | 29.30%-2.4pp | 41.45%-14.5pp |
| Employer contribution / active EE | $1,905 | $6,029-68.4% | $5,211-63.5% | $4,869-60.9% |
| Participant deferral / active EE | $1,905 | $6,958-72.6% | $6,282-69.7% | $5,287-64.0% |
| Admin fee / account holder | $75 | $11,765-99.4% | $9,324-99.2% | $10,132-99.3% |