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 8-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 | $24,114 | $102,966-76.6% | $90,281-73.3% | $152,861-84.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 58417.57% | 95.16%+58322.4pp | 78.10%+58339.5pp | 345.32%+58072.3pp |
| Employer contribution / active EE | $365 | $3,139-88.4% | $2,854-87.2% | $4,762-92.3% |
| Participant deferral / active EE | $456 | $4,281-89.3% | $3,885-88.3% | $5,850-92.2% |
| Admin fee / account holder | $201 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |