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 | $35,040 | $168,632-79.2% | $147,614-76.3% | $125,391-72.1% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -5.03% | 77.65%-82.7pp | 61.98%-67.0pp | 282.22%-287.2pp |
| Employer contribution / active EE | $5,073 | $6,252-18.9% | $5,564-8.8% | $4,866+4.2% |
| Participant deferral / active EE | $6,720 | $5,507+22.0% | $4,895+37.3% | $5,352+25.6% |
| Admin fee / account holder | $203 | $13,580-98.5% | $11,611-98.3% | $9,540-97.9% |