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 | $43,110 | $105,181-59.0% | $159,436-73.0% | $85,850-49.8% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.8%-25.7pp | 69.3%-12.2pp |
| Annual return | 13.73% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,207 | $3,318-63.6% | $4,829-75.0% | $2,565-52.9% |
| Participant deferral / active EE | $2,041 | $5,945-65.7% | $7,352-72.2% | $3,952-48.4% |
| Admin fee / account holder | $67 | $6,933-99.0% | $10,799-99.4% | $6,260-98.9% |