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 8-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 | $45,548 | $180,449-74.8% | $154,107-70.4% | $135,375-66.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -4.39% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,943 | $6,035-67.8% | $5,298-63.3% | $4,779-59.3% |
| Participant deferral / active EE | $1,973 | $5,806-66.0% | $5,081-61.2% | $5,609-64.8% |
| Admin fee / account holder | $191 | $16,143-98.8% | $13,411-98.6% | $10,827-98.2% |