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 | $70,591 | $148,534-52.5% | $135,903-48.1% | $139,434-49.4% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 6.05% | 79.19%-73.1pp | 68.23%-62.2pp | 372.94%-366.9pp |
| Employer contribution / active EE | $2,030 | $5,243-61.3% | $4,856-58.2% | $4,751-57.3% |
| Participant deferral / active EE | $4,054 | $8,100-50.0% | $7,758-47.7% | $6,710-39.6% |
| Admin fee / account holder | $118 | $12,400-99.1% | $10,762-98.9% | $11,403-99.0% |