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 | $26,924 | $159,602-83.1% | $150,045-82.1% | $142,382-81.1% |
| Participation rate | 21.4% | 84.0%-62.5pp | 82.3%-60.9pp | 80.1%-58.7pp |
| Annual return | 20.96% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,173 | $4,961-76.4% | $4,693-75.0% | $4,299-72.7% |
| Participant deferral / active EE | $2,201 | $8,310-73.5% | $7,997-72.5% | $6,507-66.2% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |