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 | $177,061 | $92,703+91.0% | $82,719+114.1% | $134,475+31.7% |
| Participation rate | 8.7% | 75.2%-66.5pp | 72.6%-63.9pp | 81.2%-72.5pp |
| Annual return | 15.10% | 944.92%-929.8pp | 701.18%-686.1pp | 417.96%-402.9pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $68 | $4,802-98.6% | $4,395-98.4% | $6,400-98.9% |
| Admin fee / account holder | $5 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |