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 | $40,800 | $99,020-58.8% | $86,590-52.9% | $147,584-72.4% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 5.53% | 1312.34%-1306.8pp | 964.84%-959.3pp | 578.55%-573.0pp |
| Employer contribution / active EE | $1,774 | $3,132-43.4% | $2,839-37.5% | $4,876-63.6% |
| Participant deferral / active EE | $2,149 | $3,972-45.9% | $3,609-40.4% | $5,439-60.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |