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 4-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 | $4,275 | $30,400-85.9% | $53,898-92.1% | $84,808-95.0% |
| Participation rate | 14.6% | 46.4%-31.8pp | 55.0%-40.3pp | 68.3%-53.7pp |
| Annual return | 21.14% | 500.19%-479.1pp | 528.60%-507.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $173 | $603-71.4% | $932-81.5% | $2,631-93.4% |
| Participant deferral / active EE | $253 | $1,199-78.9% | $1,826-86.1% | $4,212-94.0% |
| Admin fee / account holder | $156 | $1,993-92.2% | $2,491-93.7% | $7,344-97.9% |