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 | $45,396 | $168,632-73.1% | $147,614-69.2% | $125,391-63.8% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -6.15% | 77.65%-83.8pp | 61.98%-68.1pp | 282.22%-288.4pp |
| Employer contribution / active EE | $1,484 | $6,252-76.3% | $5,564-73.3% | $4,866-69.5% |
| Participant deferral / active EE | $4,360 | $5,507-20.8% | $4,895-10.9% | $5,352-18.5% |
| Admin fee / account holder | $60 | $13,580-99.6% | $11,611-99.5% | $9,540-99.4% |