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 9-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 | $9,056 | $34,308-73.6% | $74,701-87.9% | $72,985-87.6% |
| Participation rate | 13.2% | 42.4%-29.2pp | 54.5%-41.3pp | 69.5%-56.3pp |
| Annual return | 21.20% | 26.58%-5.4pp | 752.92%-731.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $161 | $692-76.7% | $1,084-85.1% | $2,440-93.4% |
| Participant deferral / active EE | $193 | $1,271-84.8% | $1,964-90.2% | $3,607-94.7% |
| Admin fee / account holder | $136 | $2,124-93.6% | $3,333-95.9% | $5,124-97.3% |