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 | $151,410 | $70,606+114.4% | $53,898+180.9% | $142,382+6.3% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 2.23% | 619.81%-617.6pp | 528.60%-526.4pp | 217.08%-214.8pp |
| Employer contribution / active EE | $174 | $1,202-85.5% | $932-81.3% | $4,299-95.9% |
| Participant deferral / active EE | $975 | $2,364-58.8% | $1,826-46.6% | $6,507-85.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |