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 | $18,935 | $111,724-83.1% | $93,606-79.8% | $145,922-87.0% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 11.13% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $927 | $3,090-70.0% | $2,420-61.7% | $4,660-80.1% |
| Participant deferral / active EE | $1,091 | $4,912-77.8% | $4,411-75.3% | $6,688-83.7% |
| Admin fee / account holder | $34 | $10,250-99.7% | $8,285-99.6% | $13,397-99.7% |