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 | $23,846 | $102,966-76.8% | $90,281-73.6% | $152,861-84.4% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.4%-36.3pp |
| Annual return | 26.50% | 95.16%-68.7pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $532 | $4,281-87.6% | $3,885-86.3% | $5,850-90.9% |
| Admin fee / account holder | $59 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |