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 8-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 | $40,349 | $180,449-77.6% | $154,107-73.8% | $135,375-70.2% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -16.60% | 888.09%-904.7pp | 735.12%-751.7pp | 519.73%-536.3pp |
| Employer contribution / active EE | $6,256 | $6,035+3.7% | $5,298+18.1% | $4,779+30.9% |
| Participant deferral / active EE | $18,500 | $5,806+218.6% | $5,081+264.1% | $5,609+229.8% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |