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 9-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 | $32,390 | $97,757-66.9% | $83,848-61.4% | $135,375-76.1% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -18.67% | 1287.37%-1306.0pp | 850.88%-869.5pp | 519.73%-538.4pp |
| Employer contribution / active EE | $1,272 | $4,222-69.9% | $3,631-65.0% | $4,779-73.4% |
| Participant deferral / active EE | $2,674 | $4,682-42.9% | $4,082-34.5% | $5,609-52.3% |
| Admin fee / account holder | $166 | $6,674-97.5% | $5,478-97.0% | $10,827-98.5% |