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 | $38,226 | $85,766-55.4% | $136,294-72.0% | $70,131-45.5% |
| Participation rate | 58.6% | 74.2%-15.5pp | 81.9%-23.3pp | 69.5%-10.9pp |
| Annual return | 16.53% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,446 | $5,051-71.4% | $6,247-76.9% | $3,332-56.6% |
| Admin fee / account holder | $5 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |