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 | $30,724 | $97,757-68.6% | $83,848-63.4% | $135,375-77.3% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -11.31% | 1287.37%-1298.7pp | 850.88%-862.2pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,814 | $4,222-57.0% | $3,631-50.0% | $4,779-62.0% |
| Participant deferral / active EE | $2,112 | $4,682-54.9% | $4,082-48.2% | $5,609-62.3% |
| Admin fee / account holder | $5 | $6,674-99.9% | $5,478-99.9% | $10,827-100.0% |