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 | $41,264 | $76,367-46.0% | $93,606-55.9% | $72,985-43.5% |
| Participation rate | 15.6% | 71.7%-56.2pp | 75.8%-60.3pp | 69.5%-53.9pp |
| Annual return | 22.19% | 25.82%-3.6pp | 32.76%-10.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $389 | $3,538-89.0% | $4,069-90.4% | $3,607-89.2% |
| Admin fee / account holder | $37 | $6,838-99.5% | $7,888-99.5% | $5,124-99.3% |