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 4-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 | $10,800 | $30,400-64.5% | $53,898-80.0% | $84,808-87.3% |
| Participation rate | 5.2% | 46.4%-41.3pp | 55.0%-49.8pp | 68.3%-63.1pp |
| Annual return | 30.73% | 500.19%-469.5pp | 528.60%-497.9pp | 40.90%-10.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $225 | $1,199-81.3% | $1,826-87.7% | $4,212-94.7% |
| Admin fee / account holder | $5 | $1,993-99.7% | $2,491-99.8% | $7,344-99.9% |