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 | $96,276 | $84,233+14.3% | $170,442-43.5% | $70,131+37.3% |
| Participation rate | 12.3% | 70.8%-58.5pp | 83.6%-71.3pp | 69.5%-57.2pp |
| Annual return | 17.63% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $479 | $3,387-85.8% | $5,433-91.2% | $2,342-79.5% |
| Participant deferral / active EE | $825 | $3,086-73.3% | $4,939-83.3% | $3,332-75.2% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |