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 6-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 | $65,671 | $93,024-29.4% | $77,024-14.7% | $134,475-51.2% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | -58.90% | 62.60%-121.5pp | 42.32%-101.2pp | 417.96%-476.9pp |
| Employer contribution / active EE | $4,292 | $3,418+25.6% | $2,812+52.6% | $4,740-9.4% |
| Participant deferral / active EE | $8,000 | $5,238+52.7% | $4,426+80.7% | $6,400+25.0% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |