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 | $27,101 | $103,376-73.8% | $87,100-68.9% | $152,861-82.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 26.28% | 28.10%-1.8pp | 28.19%-1.9pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,015 | $3,220-68.5% | $2,521-59.7% | $4,762-78.7% |
| Participant deferral / active EE | $1,046 | $4,778-78.1% | $4,049-74.2% | $5,850-82.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |