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 | $22,571 | $100,852-77.6% | $90,404-75.0% | $158,922-85.8% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.7%-26.5pp | 82.0%-35.8pp |
| Annual return | 20.72% | 1724.20%-1703.5pp | 1293.02%-1272.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,060 | $3,689-71.3% | $3,262-67.5% | $4,761-77.7% |
| Participant deferral / active EE | $273 | $4,348-93.7% | $3,963-93.1% | $5,982-95.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |