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 9-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 | $29,401 | $96,305-69.5% | $80,569-63.5% | $139,434-78.9% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 20.07% | 1350.08%-1330.0pp | 935.43%-915.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $540 | $3,262-83.5% | $2,723-80.2% | $4,751-88.6% |
| Participant deferral / active EE | $810 | $5,232-84.5% | $4,447-81.8% | $6,710-87.9% |
| Admin fee / account holder | $136 | $6,599-97.9% | $5,377-97.5% | $11,403-98.8% |