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 | $60,844 | $167,307-63.6% | $143,757-57.7% | $134,475-54.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -21.98% | 0.46%-22.4pp | -0.04%-21.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $8,346 | $5,619+48.5% | $4,951+68.6% | $4,740+76.1% |
| Participant deferral / active EE | $3,861 | $6,446-40.1% | $5,637-31.5% | $6,400-39.7% |
| Admin fee / account holder | $221 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |