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 | $98,344 | $117,841-16.5% | $102,423-4.0% | $145,922-32.6% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 17.42% | 31.65%-14.2pp | 29.32%-11.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,210 | $3,615-66.5% | $3,023-60.0% | $4,660-74.0% |
| Participant deferral / active EE | $1,210 | $5,731-78.9% | $5,053-76.1% | $6,688-81.9% |
| Admin fee / account holder | $60 | $13,326-99.5% | $9,451-99.4% | $13,397-99.6% |