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 7-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 | $31,296 | $99,640-68.6% | $86,436-63.8% | $134,475-76.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -38.73% | 6782.58%-6821.3pp | 4394.89%-4433.6pp | 417.96%-456.7pp |
| Employer contribution / active EE | $5,497 | $4,400+24.9% | $3,769+45.9% | $4,740+16.0% |
| Participant deferral / active EE | $6,833 | $7,246-5.7% | $6,952-1.7% | $6,400+6.8% |
| Admin fee / account holder | $264 | $8,371-96.8% | $6,731-96.1% | $11,426-97.7% |