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 | $22,456 | $104,106-78.4% | $71,086-68.4% | $135,375-83.4% |
| Participation rate | 27.3% | 65.7%-38.4pp | 54.7%-27.4pp | 82.6%-55.4pp |
| Annual return | -13.43% | 1256.30%-1269.7pp | 650.59%-664.0pp | 519.73%-533.2pp |
| Employer contribution / active EE | $684 | $1,485-53.9% | $1,088-37.1% | $4,779-85.7% |
| Participant deferral / active EE | $1,166 | $2,527-53.9% | $1,874-37.8% | $5,609-79.2% |
| Admin fee / account holder | $190 | $4,142-95.4% | $3,082-93.8% | $10,827-98.2% |