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 | $60,232 | $92,222-34.7% | $76,768-21.5% | $135,375-55.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $938 | $3,216-70.8% | $2,485-62.2% | $4,779-80.4% |
| Participant deferral / active EE | $1,165 | $4,509-74.2% | $3,852-69.8% | $5,609-79.2% |
| Admin fee / account holder | $29 | $10,748-99.7% | $6,675-99.6% | $10,827-99.7% |