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 6-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 | $35,746 | $60,022-40.4% | $88,946-59.8% | $84,808-57.9% |
| Participation rate | 2.7% | 57.8%-55.1pp | 68.8%-66.1pp | 68.3%-65.6pp |
| Annual return | 21.05% | 22.43%-1.4pp | 57.82%-36.8pp | 40.90%-19.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $167 | $3,114-94.6% | $4,581-96.4% | $4,212-96.0% |
| Admin fee / account holder | $226 | $4,811-95.3% | $8,261-97.3% | $7,344-96.9% |