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 7-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 | $19,867 | $60,124-67.0% | $90,404-78.0% | $79,858-75.1% |
| Participation rate | 7.2% | 65.0%-57.8pp | 72.7%-65.5pp | 69.6%-62.4pp |
| Annual return | 31.71% | 71.94%-40.2pp | 1293.02%-1261.3pp | 31.71%0pp |
| Employer contribution / active EE | $285 | $2,068-86.2% | $3,262-91.3% | $2,471-88.5% |
| Participant deferral / active EE | $501 | $2,938-82.9% | $3,963-87.4% | $3,740-86.6% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |