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 | $88,669 | $150,440-41.1% | $136,294-34.9% | $147,584-39.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.52% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $893 | $5,256-83.0% | $4,695-81.0% | $4,876-81.7% |
| Participant deferral / active EE | $1,457 | $6,630-78.0% | $6,247-76.7% | $5,439-73.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |