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 10-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 | $90,020 | $162,781-44.7% | $133,956-32.8% | $158,922-43.4% |
| Participation rate | 52.6% | 83.2%-30.6pp | 79.8%-27.2pp | 82.0%-29.3pp |
| Annual return | 10.66% | 41.94%-31.3pp | 45.09%-34.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,478 | $5,911-75.0% | $5,048-70.7% | $5,982-75.3% |
| Admin fee / account holder | $106 | $11,736-99.1% | $8,927-98.8% | $11,246-99.1% |