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 | $0 | $53,127-100.0% | $86,590-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 6.91% | 27.66%-20.7pp | 964.84%-957.9pp | 73.14%-66.2pp |
| Employer contribution / active EE | $4,235 | $2,068+104.8% | $2,839+49.2% | $2,342+80.8% |
| Participant deferral / active EE | $2,834 | $2,696+5.1% | $3,609-21.5% | $3,332-14.9% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |