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 3-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 | $2,104 | $29,660-92.9% | $56,411-96.3% | $80,856-97.4% |
| Participation rate | 14.8% | 41.6%-26.8pp | 52.5%-37.7pp | 67.6%-52.8pp |
| Annual return | 42.80% | 35.23%+7.6pp | 1701.33%-1658.5pp | 35.59%+7.2pp |
| Employer contribution / active EE | $101 | $669-85.0% | $1,039-90.3% | $2,755-96.3% |
| Participant deferral / active EE | $186 | $1,226-84.8% | $1,952-90.5% | $4,296-95.7% |
| Admin fee / account holder | $18 | $2,428-99.3% | $2,829-99.4% | $6,918-99.7% |