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 | $43,307 | $104,907-58.7% | $84,611-48.8% | $152,861-71.7% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 3.22% | 373.79%-370.6pp | 258.74%-255.5pp | 345.32%-342.1pp |
| Employer contribution / active EE | $501 | $3,302-84.8% | $2,652-81.1% | $4,762-89.5% |
| Participant deferral / active EE | $6,333 | $4,688+35.1% | $3,899+62.4% | $5,850+8.3% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |