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 6-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 | $14,663 | $65,409-77.6% | $98,442-85.1% | $85,850-82.9% |
| Participation rate | 16.9% | 65.0%-48.1pp | 73.3%-56.5pp | 69.3%-52.4pp |
| Annual return | 37.17% | 21.76%+15.4pp | 1492.73%-1455.6pp | 318.53%-281.4pp |
| Employer contribution / active EE | $472 | $2,168-78.2% | $2,960-84.0% | $2,565-81.6% |
| Participant deferral / active EE | $686 | $3,166-78.3% | $4,276-84.0% | $3,952-82.7% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |