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 5-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 | $25,479 | $109,982-76.8% | $97,226-73.8% | $145,922-82.5% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | -12.40% | 242.90%-255.3pp | 75.13%-87.5pp | 561.29%-573.7pp |
| Employer contribution / active EE | $515 | $3,084-83.3% | $2,729-81.1% | $4,660-88.9% |
| Participant deferral / active EE | $1,479 | $4,676-68.4% | $4,264-65.3% | $6,688-77.9% |
| Admin fee / account holder | $261 | $6,221-95.8% | $5,654-95.4% | $13,397-98.1% |