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 | $13,949 | $34,308-59.3% | $74,701-81.3% | $72,985-80.9% |
| Participation rate | 12.5% | 42.4%-29.9pp | 54.5%-42.0pp | 69.5%-57.0pp |
| Annual return | 21.43% | 26.58%-5.1pp | 752.92%-731.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $121 | $692-82.5% | $1,084-88.8% | $2,440-95.0% |
| Participant deferral / active EE | $217 | $1,271-83.0% | $1,964-89.0% | $3,607-94.0% |
| Admin fee / account holder | $20 | $2,124-99.1% | $3,333-99.4% | $5,124-99.6% |