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 6-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 | $4,840 | $70,756-93.2% | $65,493-92.6% | $142,382-96.6% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 22.87% | 1754.89%-1732.0pp | 982.45%-959.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $439 | $2,881-84.8% | $2,574-83.0% | $4,299-89.8% |
| Participant deferral / active EE | $439 | $4,637-90.5% | $3,961-88.9% | $6,507-93.3% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |