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 6-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 | $35,700 | $87,013-59.0% | $106,213-66.4% | $80,856-55.8% |
| Participation rate | 30.8% | 70.4%-39.7pp | 75.3%-44.5pp | 67.6%-36.9pp |
| Annual return | 7.90% | 17.05%-9.1pp | 116.14%-108.2pp | 35.59%-27.7pp |
| Employer contribution / active EE | $877 | $2,395-63.4% | $3,171-72.3% | $2,755-68.2% |
| Participant deferral / active EE | $2,498 | $3,986-37.3% | $5,016-50.2% | $4,296-41.9% |
| Admin fee / account holder | $295 | $8,431-96.5% | $11,033-97.3% | $6,918-95.7% |