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 | $46,283 | $34,308+34.9% | $74,701-38.0% | $72,985-36.6% |
| Participation rate | 18.6% | 42.4%-23.8pp | 54.5%-35.9pp | 69.5%-50.9pp |
| Annual return | 23.04% | 26.58%-3.5pp | 752.92%-729.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $247 | $692-64.4% | $1,084-77.3% | $2,440-89.9% |
| Participant deferral / active EE | $290 | $1,271-77.2% | $1,964-85.2% | $3,607-91.9% |
| Admin fee / account holder | $72 | $2,124-96.6% | $3,333-97.8% | $5,124-98.6% |