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 | $36,126 | $93,024-61.2% | $77,024-53.1% | $134,475-73.1% |
| Participation rate | 31.3% | 74.5%-43.2pp | 67.9%-36.7pp | 81.2%-50.0pp |
| Annual return | -19.48% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $204 | $5,238-96.1% | $4,426-95.4% | $6,400-96.8% |
| Admin fee / account holder | $4 | $6,944-99.9% | $5,425-99.9% | $11,426-100.0% |