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 7-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 | $27,281 | $100,773-72.9% | $88,946-69.3% | $142,382-80.8% |
| Participation rate | 21.4% | 74.3%-52.9pp | 68.8%-47.4pp | 80.1%-58.7pp |
| Annual return | 9.53% | 70.18%-60.6pp | 57.82%-48.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $560 | $2,918-80.8% | $2,555-78.1% | $4,299-87.0% |
| Participant deferral / active EE | $1,462 | $5,230-72.0% | $4,581-68.1% | $6,507-77.5% |
| Admin fee / account holder | $119 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |