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 | $88,481 | $92,703-4.6% | $82,719+7.0% | $134,475-34.2% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -12.77% | 944.92%-957.7pp | 701.18%-713.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,685 | $3,274-18.0% | $3,009-10.8% | $4,740-43.4% |
| Participant deferral / active EE | $50 | $4,802-99.0% | $4,395-98.9% | $6,400-99.2% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |