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 5-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 | $20,820 | $152,509-86.3% | $117,472-82.3% | $134,475-84.5% |
| Participation rate | 45.0% | 77.1%-32.1pp | 70.6%-25.6pp | 81.2%-36.2pp |
| Annual return | -22.76% | 52.99%-75.7pp | 29.74%-52.5pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,836 | $5,571-67.0% | $4,176-56.0% | $4,740-61.3% |
| Participant deferral / active EE | $3,996 | $4,818-17.1% | $4,070-1.8% | $6,400-37.6% |
| Admin fee / account holder | $54 | $7,004-99.2% | $5,645-99.0% | $11,426-99.5% |