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 | $89,315 | $152,509-41.4% | $117,472-24.0% | $134,475-33.6% |
| Participation rate | 41.7% | 77.1%-35.4pp | 70.6%-28.9pp | 81.2%-39.6pp |
| Annual return | -21.96% | 52.99%-74.9pp | 29.74%-51.7pp | 417.96%-439.9pp |
| Employer contribution / active EE | $801 | $5,571-85.6% | $4,176-80.8% | $4,740-83.1% |
| Participant deferral / active EE | $3,288 | $4,818-31.8% | $4,070-19.2% | $6,400-48.6% |
| Admin fee / account holder | $2 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |