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 | $12,989 | $54,350-76.1% | $82,719-84.3% | $68,494-81.0% |
| Participation rate | 19.5% | 63.9%-44.4pp | 72.6%-53.0pp | 67.9%-48.3pp |
| Annual return | -20.85% | -13.67%-7.2pp | 701.18%-722.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,095 | $3,246-66.3% | $4,395-75.1% | $4,027-72.8% |
| Admin fee / account holder | $271 | $4,395-93.8% | $5,329-94.9% | $5,403-95.0% |