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 | $222,744 | $138,044+61.4% | $125,339+77.7% | $134,475+65.6% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -21.79% | 750.33%-772.1pp | 572.05%-593.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $981 | $5,243-81.3% | $4,814-79.6% | $4,740-79.3% |
| Participant deferral / active EE | $5,885 | $7,799-24.5% | $7,446-21.0% | $6,400-8.0% |
| Admin fee / account holder | $120 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |