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 | $93,930 | $104,974-10.5% | $95,585-1.7% | $142,382-34.0% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.1%-61.0pp | 80.1%-69.0pp |
| Annual return | 15.34% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $319 | $2,779-88.5% | $2,527-87.4% | $4,299-92.6% |
| Participant deferral / active EE | $479 | $4,352-89.0% | $4,023-88.1% | $6,507-92.6% |
| Admin fee / account holder | $60 | $6,386-99.1% | $6,127-99.0% | $12,624-99.5% |