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 | $101,322 | $74,927+35.2% | $101,794-0.5% | $84,808+19.5% |
| Participation rate | 12.9% | 61.4%-48.5pp | 69.2%-56.3pp | 68.3%-55.4pp |
| Annual return | 18.78% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $717 | $3,099-76.9% | $4,084-82.5% | $4,212-83.0% |
| Admin fee / account holder | $34 | $6,514-99.5% | $8,777-99.6% | $7,344-99.5% |