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 | $24,398 | $96,635-74.8% | $86,612-71.8% | $139,434-82.5% |
| Participation rate | 27.3% | 74.4%-47.1pp | 71.7%-44.4pp | 80.3%-53.0pp |
| Annual return | 16.32% | 106.41%-90.1pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $343 | $3,263-89.5% | $3,022-88.6% | $4,751-92.8% |
| Participant deferral / active EE | $418 | $4,836-91.4% | $4,438-90.6% | $6,710-93.8% |
| Admin fee / account holder | $290 | $6,408-95.5% | $5,614-94.8% | $11,403-97.5% |