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 | $62,338 | $153,311-59.3% | $109,313-43.0% | $273,961-77.2% |
| Participation rate | 57.1% | 80.1%-22.9pp | 71.3%-14.1pp | 83.0%-25.9pp |
| Annual return | -3.30% | 29.86%-33.2pp | 22.07%-25.4pp | 41.45%-44.8pp |
| Employer contribution / active EE | $1,571 | $5,619-72.0% | $3,892-59.6% | $4,869-67.7% |
| Participant deferral / active EE | $4,714 | $3,932+19.9% | $3,166+48.9% | $5,287-10.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |