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 | $57,205 | $64,839-11.8% | $95,585-40.2% | $84,808-32.5% |
| Participation rate | 53.8% | 63.8%-10.0pp | 72.1%-18.2pp | 68.3%-14.5pp |
| Annual return | 12.76% | -670.96%+683.7pp | 38.56%-25.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $746 | $1,759-57.6% | $2,527-70.5% | $2,631-71.6% |
| Participant deferral / active EE | $1,048 | $2,965-64.6% | $4,023-73.9% | $4,212-75.1% |
| Admin fee / account holder | $119 | $5,964-98.0% | $6,127-98.1% | $7,344-98.4% |