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 4-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 | $3,174 | $27,915-88.6% | $58,482-94.6% | $75,163-95.8% |
| Participation rate | 6.8% | 38.8%-32.0pp | 50.9%-44.0pp | 67.2%-60.4pp |
| Annual return | 29.06% | 44.20%-15.1pp | 4239.32%-4210.3pp | 160.62%-131.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $107 | $1,201-91.1% | $1,924-94.4% | $4,125-97.4% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |