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 | $36,989 | $101,724-63.6% | $164,813-77.6% | $80,856-54.3% |
| Participation rate | 48.4% | 71.8%-23.4pp | 78.6%-30.2pp | 67.6%-19.3pp |
| Annual return | -0.15% | 16.72%-16.9pp | 69.93%-70.1pp | 35.59%-35.7pp |
| Employer contribution / active EE | $1,781 | $2,953-39.7% | $4,341-59.0% | $2,755-35.4% |
| Participant deferral / active EE | $3,452 | $4,477-22.9% | $6,031-42.8% | $4,296-19.7% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |