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 | $73,086 | $72,492+0.8% | $87,100-16.1% | $72,985+0.1% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.9%-25.0pp | 69.5%-17.6pp |
| Annual return | 4.35% | 24.46%-20.1pp | 28.19%-23.8pp | 81.00%-76.7pp |
| Employer contribution / active EE | $760 | $1,894-59.9% | $2,521-69.9% | $2,440-68.9% |
| Participant deferral / active EE | $1,696 | $3,270-48.1% | $4,049-58.1% | $3,607-53.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |