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 | $104,082 | $65,561+58.8% | $86,188+20.8% | $75,163+38.5% |
| Participation rate | 39.3% | 60.5%-21.2pp | 69.0%-29.7pp | 67.2%-27.9pp |
| Annual return | 12.35% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $937 | $1,553-39.7% | $2,380-60.6% | $2,670-64.9% |
| Participant deferral / active EE | $1,396 | $3,024-53.8% | $3,985-65.0% | $4,125-66.2% |
| Admin fee / account holder | $145 | $5,474-97.3% | $6,852-97.9% | $5,651-97.4% |