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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,147 | $102,966+31.3% | $90,281+49.7% | $152,861-11.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 6.27% | 95.16%-88.9pp | 78.10%-71.8pp | 345.32%-339.1pp |
| Employer contribution / active EE | $2,332 | $3,139-25.7% | $2,854-18.3% | $4,762-51.0% |
| Participant deferral / active EE | $16,667 | $4,281+289.3% | $3,885+329.0% | $5,850+184.9% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |