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 | $28,775 | $82,630-65.2% | $64,105-55.1% | $125,391-77.1% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -4.13% | 1489.72%-1493.8pp | 791.24%-795.4pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,140 | $2,671-57.3% | $1,820-37.4% | $4,866-76.6% |
| Participant deferral / active EE | $3,630 | $3,608+0.6% | $2,822+28.6% | $5,352-32.2% |
| Admin fee / account holder | $40 | $6,382-99.4% | $4,499-99.1% | $9,540-99.6% |