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 | $16,968 | $48,046-64.7% | $84,611-79.9% | $72,985-76.8% |
| Participation rate | 21.4% | 57.6%-36.2pp | 68.2%-46.8pp | 69.5%-48.1pp |
| Annual return | 19.00% | 37.38%-18.4pp | 258.74%-239.7pp | 81.00%-62.0pp |
| Employer contribution / active EE | $244 | $1,602-84.8% | $2,652-90.8% | $2,440-90.0% |
| Participant deferral / active EE | $275 | $2,680-89.7% | $3,899-92.9% | $3,607-92.4% |
| Admin fee / account holder | $150 | $3,395-95.6% | $4,912-96.9% | $5,124-97.1% |