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 4-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 | $15,738 | $117,983-86.7% | $101,794-84.5% | $142,382-88.9% |
| Participation rate | 26.7% | 74.2%-47.6pp | 69.2%-42.5pp | 80.1%-53.5pp |
| Annual return | 22.03% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $553 | $2,773-80.1% | $2,289-75.9% | $4,299-87.1% |
| Participant deferral / active EE | $974 | $4,714-79.3% | $4,084-76.2% | $6,507-85.0% |
| Admin fee / account holder | $170 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |