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 | $104,839 | $105,181-0.3% | $159,436-34.2% | $85,850+22.1% |
| Participation rate | 17.1% | 75.8%-58.7pp | 82.8%-65.7pp | 69.3%-52.2pp |
| Annual return | -88.02% | 45.07%-133.1pp | 263.57%-351.6pp | 318.53%-406.6pp |
| Employer contribution / active EE | $987 | $3,318-70.3% | $4,829-79.6% | $2,565-61.5% |
| Participant deferral / active EE | $4,736 | $5,945-20.3% | $7,352-35.6% | $3,952+19.8% |
| Admin fee / account holder | $3 | $6,933-100.0% | $10,799-100.0% | $6,260-99.9% |