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 9-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 | $23,334 | $60,124-61.2% | $90,404-74.2% | $79,858-70.8% |
| Participation rate | 44.8% | 65.0%-20.2pp | 72.7%-27.9pp | 69.6%-24.8pp |
| Annual return | -3.79% | 71.94%-75.7pp | 1293.02%-1296.8pp | 31.71%-35.5pp |
| Employer contribution / active EE | $345 | $2,068-83.3% | $3,262-89.4% | $2,471-86.0% |
| Participant deferral / active EE | $1,626 | $2,938-44.7% | $3,963-59.0% | $3,740-56.5% |
| Admin fee / account holder | $188 | $3,976-95.3% | $5,611-96.7% | $5,306-96.5% |