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 7-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 | $40,437 | $56,357-28.2% | $104,294-61.2% | $68,494-41.0% |
| Participation rate | 26.8% | 63.3%-36.4pp | 73.3%-46.4pp | 67.9%-41.1pp |
| Annual return | 3.39% | -9.19%+12.6pp | 24.61%-21.2pp | -7.84%+11.2pp |
| Employer contribution / active EE | $696 | $1,960-64.5% | $3,372-79.4% | $2,596-73.2% |
| Participant deferral / active EE | $989 | $3,077-67.8% | $4,625-78.6% | $4,027-75.4% |
| Admin fee / account holder | $0 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |