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 | $1,157 | $70,606-98.4% | $53,898-97.9% | $142,382-99.2% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 22.51% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $68 | $1,202-94.4% | $932-92.8% | $4,299-98.4% |
| Participant deferral / active EE | $68 | $2,364-97.1% | $1,826-96.3% | $6,507-99.0% |
| Admin fee / account holder | $11 | $2,852-99.6% | $2,491-99.6% | $12,624-99.9% |