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 | $31,458 | $202,318-84.5% | $172,739-81.8% | $152,861-79.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | -3.10% | 1029.65%-1032.8pp | 802.84%-805.9pp | 345.32%-348.4pp |
| Employer contribution / active EE | $2,741 | $5,856-53.2% | $5,143-46.7% | $4,762-42.4% |
| Participant deferral / active EE | $6,631 | $5,948+11.5% | $5,198+27.6% | $5,850+13.4% |
| Admin fee / account holder | $264 | $17,109-98.5% | $13,954-98.1% | $11,596-97.7% |