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 | $48,802 | $78,694-38.0% | $67,652-27.9% | $125,391-61.1% |
| Participation rate | 52.2% | 78.8%-26.6pp | 75.7%-23.5pp | 83.2%-31.0pp |
| Annual return | 0.83% | 9.46%-8.6pp | 6625.04%-6624.2pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $749 | $4,292-82.6% | $3,560-79.0% | $5,352-86.0% |
| Admin fee / account holder | $69 | $7,403-99.1% | $4,821-98.6% | $9,540-99.3% |