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 8-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 | $84,904 | $238,490-64.4% | $180,183-52.9% | $142,382-40.4% |
| Participation rate | 60.0% | 82.3%-22.3pp | 77.4%-17.4pp | 80.1%-20.1pp |
| Annual return | 17.37% | 33.56%-16.2pp | 27.86%-10.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,080 | $6,143-66.1% | $5,039-58.7% | $4,299-51.6% |
| Participant deferral / active EE | $2,120 | $7,996-73.5% | $6,822-68.9% | $6,507-67.4% |
| Admin fee / account holder | $20 | $28,866-99.9% | $19,975-99.9% | $12,624-99.8% |