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 9-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 | $28,815 | $138,065-79.1% | $123,544-76.7% | $135,375-78.7% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -10.23% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,310 | $5,151-74.6% | $4,628-71.7% | $4,779-72.6% |
| Participant deferral / active EE | $7,105 | $6,799+4.5% | $6,426+10.6% | $5,609+26.7% |
| Admin fee / account holder | $27 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |