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 | $20,831 | $77,813-73.2% | $123,544-83.1% | $64,186-67.5% |
| Participation rate | 33.8% | 74.7%-40.9pp | 82.3%-48.5pp | 69.6%-35.8pp |
| Annual return | 20.97% | 12.48%+8.5pp | 119.20%-98.2pp | 7.63%+13.3pp |
| Employer contribution / active EE | $1,000 | $3,014-66.8% | $4,628-78.4% | $2,381-58.0% |
| Participant deferral / active EE | $1,814 | $5,240-65.4% | $6,426-71.8% | $3,470-47.7% |
| Admin fee / account holder | $275 | $5,519-95.0% | $9,284-97.0% | $4,888-94.4% |