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 | $18,313 | $65,395-72.0% | $182,532-90.0% | $72,985-74.9% |
| Participation rate | 20.4% | 65.4%-45.0pp | 78.0%-57.6pp | 69.5%-49.1pp |
| Annual return | 22.45% | 27.68%-5.2pp | 148.54%-126.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $623 | $3,563-82.5% | $5,524-88.7% | $3,607-82.7% |
| Admin fee / account holder | $61 | $4,245-98.6% | $8,592-99.3% | $5,124-98.8% |