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 | $60,058 | $105,998-43.3% | $92,233-34.9% | $147,584-59.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 12.21% | 50.05%-37.8pp | 176.28%-164.1pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,189 | $4,333-72.6% | $3,679-67.7% | $4,876-75.6% |
| Participant deferral / active EE | $846 | $4,478-81.1% | $3,897-78.3% | $5,439-84.5% |
| Admin fee / account holder | $4 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |