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 | $31,679 | $91,538-65.4% | $129,995-75.6% | $75,163-57.9% |
| Participation rate | 47.2% | 71.4%-24.2pp | 78.5%-31.3pp | 67.2%-20.0pp |
| Annual return | 30.65% | -631.11%+661.8pp | -137.18%+167.8pp | 160.62%-130.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,158 | $4,341-73.3% | $5,820-80.1% | $4,125-71.9% |
| Admin fee / account holder | $27 | $6,790-99.6% | $10,614-99.7% | $5,651-99.5% |