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 | $61,896 | $102,317-39.5% | $146,958-57.9% | $80,856-23.4% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 9.19% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,734 | $3,713-26.4% | $4,933-44.6% | $2,755-0.8% |
| Participant deferral / active EE | $6,248 | $6,644-6.0% | $8,070-22.6% | $4,296+45.5% |
| Admin fee / account holder | $196 | $7,941-97.5% | $12,998-98.5% | $6,918-97.2% |