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 | $13,344 | $76,000-82.4% | $154,107-91.3% | $64,186-79.2% |
| Participation rate | 67.6% | 70.4%-2.8pp | 83.0%-15.4pp | 69.6%-1.9pp |
| Annual return | -10.74% | 30.32%-41.1pp | 735.12%-745.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,048 | $3,351-68.7% | $5,298-80.2% | $2,381-56.0% |
| Participant deferral / active EE | $1,465 | $3,175-53.8% | $5,081-71.2% | $3,470-57.8% |
| Admin fee / account holder | $277 | $5,596-95.0% | $13,411-97.9% | $4,888-94.3% |