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 | $130,088 | $27,915+366.0% | $58,482+122.4% | $75,163+73.1% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 12.38% | 44.20%-31.8pp | 4239.32%-4226.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $410 | $669-38.7% | $1,053-61.0% | $2,670-84.6% |
| Participant deferral / active EE | $2,121 | $1,201+76.6% | $1,924+10.2% | $4,125-48.6% |
| Admin fee / account holder | $269 | $1,726-84.4% | $2,516-89.3% | $5,651-95.2% |