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 8-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 | $13,229 | $57,281-76.9% | $86,612-84.7% | $75,163-82.4% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 1.93% | 2670.75%-2668.8pp | 591.07%-589.1pp | 160.62%-158.7pp |
| Employer contribution / active EE | $640 | $2,314-72.3% | $3,022-78.8% | $2,670-76.0% |
| Participant deferral / active EE | $885 | $3,318-73.3% | $4,438-80.0% | $4,125-78.5% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |