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 3-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 | $23,183 | $74,888-69.0% | $71,209-67.4% | $142,382-83.7% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.8%-66.1pp | 80.1%-72.4pp |
| Annual return | 26.40% | 345.14%-318.7pp | 282.51%-256.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $504 | $2,854-82.4% | $2,721-81.5% | $4,299-88.3% |
| Participant deferral / active EE | $605 | $4,454-86.4% | $4,175-85.5% | $6,507-90.7% |
| Admin fee / account holder | $147 | $5,568-97.4% | $5,349-97.3% | $12,624-98.8% |