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 7-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 | $107,667 | $72,492+48.5% | $87,100+23.6% | $72,985+47.5% |
| Participation rate | 16.9% | 72.8%-55.9pp | 76.9%-60.0pp | 69.5%-52.6pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $463 | $1,894-75.6% | $2,521-81.7% | $2,440-81.0% |
| Participant deferral / active EE | $1,343 | $3,270-58.9% | $4,049-66.8% | $3,607-62.8% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |