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 | $41,451 | $72,400-42.7% | $67,502-38.6% | $145,922-71.6% |
| Participation rate | 27.8% | 76.9%-49.1pp | 72.9%-45.1pp | 80.3%-52.5pp |
| Annual return | 20.67% | 7182.46%-7161.8pp | 3512.12%-3491.5pp | 561.29%-540.6pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $165 | $4,783-96.6% | $4,000-95.9% | $6,688-97.5% |
| Admin fee / account holder | $183 | $5,539-96.7% | $3,998-95.4% | $13,397-98.6% |