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 5-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 | $30,351 | $189,613-84.0% | $167,512-81.9% | $142,382-78.7% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 20.27% | 2024.68%-2004.4pp | 1615.79%-1595.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $781 | $4,349-82.0% | $3,882-79.9% | $4,299-81.8% |
| Participant deferral / active EE | $914 | $6,981-86.9% | $6,405-85.7% | $6,507-85.9% |
| Admin fee / account holder | $32 | $10,528-99.7% | $9,769-99.7% | $12,624-99.7% |